Money | The Ragen Group

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

Saving for College 101

Here's a crash course on saving for college.

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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

A Big Decision for Small Businesses

It’s critical you identify the right retirement plan for your business.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Personal Finance Calendar

Use this handy calendar to remember the year’s most important financial dates.

Five Do's and Don'ts of Medical Debt

1 in 5 Americans say they struggle to keep up with their medical expenses – luckily, there may be more options than it seems.

7 Steps to Take When Tying the Knot

Marriage comes with lots of financial considerations. Here’s how to start off on the right foot when walking down the aisle.

Should I Accept a Free Credit Lock?

Learn the ins and outs of credit locks, freezes, and more.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

Equity Compensation: Beyond Benefits

With the right planning, your equity compensation can be a cornerstone of your financial future.

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Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Saving for College 101

Here's a crash course on saving for college.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

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Articles

The Benefits of Consolidating Accounts

More than creating convenience, consolidating accounts can help you mitigate taxes, better manage your cash flow and more.

Should You Buy or Lease Your Next Car?

Before choosing your next car, make sure you can answer these questions related to finances, driving frequency and more.

A Comprehensive Guide to Charitable Giving Strategies

From assets and timing to strategies and structures, this guide breaks down the key elements of charitable giving.

Building a Solid Financial Foundation

Sustain financial well-being or create wealth through these actions.

Building an Emergency Fund: Your Financial Safety Net

Relying on credit cards in a crisis could be costly. The smarter choice? Start building your personal emergency fund.

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

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Videos

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Saving for College 101

Here's a crash course on saving for college.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

View all videos