618 Fairfield Avenue
Bellevue, KY 41073

Gerry Barone CPA/PFS, EA, ABA, ATA, CFP®

(859) 431-4594

 

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.

 
 
Saving for College 101

Saving for College 101

Here's a crash course on saving for college.

How to Effectively Budget as a Couple

How to Effectively Budget as a Couple

Be sure that you agree on how to go about combining your finances as a couple before discussing how you'll handle expenses.

How Cash Apps Work

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

 

Should I Accept a Free Credit Lock?

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

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

A Penny Saved is Two Pennies Earned

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

Managing Money as a Couple

Keys to preparing to grow wealthy together.

Strategies for Managing Student Loan Debt

Five strategies for managing your student debt.

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Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

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Once Upon a Goal

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

Saving for College 101

Here's a crash course on saving for college.

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

The Cost of Procrastination

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

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?

Surprise! You’ve Got Money!

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

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