720 Executive Park Drive
Suite 1600
Greenwood, IN 46143

Jon R. Winteregg

317-885-1548

 

Money

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.

 
 
Once Upon a Goal

Once Upon a Goal

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

Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Surprise! You’ve Got Money!

Surprise! You’ve Got Money!

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

 

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Managing Money as a Couple

Keys to preparing to grow wealthy together.

U.S. Personal Savings Rate

What can be learned from the savings rate?

Should I Accept a Free Credit Lock?

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

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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Saving for College 101

Here’s a crash course on saving for college.

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.

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 Cost of Procrastination

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

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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