Money | The Trapp 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.

Once Upon a Goal

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

Have A Question About This Topic?

The Power of Compound Interest

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

A Budget You Can Live With

A realistic budget can be step one in achieving your financial goals – use these tips to efficiently allocate your money.

Saving for College 101

Here's a crash course on saving for college.

When Is the Right Time To Refinance Your Mortgage?

Interest rates matter when refinancing your mortgage—but they aren’t the only factor to consider.

Data Thieves from Outer Space

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

Equity Compensation: Beyond Benefits

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

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

View all articles

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

The Cost of Procrastination

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

Saving for College 101

Here's a crash course on saving for college.

The Power of Compound Interest

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

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.

View all videos

Articles

Making a Charitable Contribution

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

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

4 Myths When Managing Sudden Wealth

Sudden wealth can be a blessing – or a curse, if not managed thoughtfully.

Donor-Advised Funds: A Smarter Way To Give

Here’s how you can support the causes you care about while strengthening your own tax and estate plans.

Spotting Credit Trouble

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

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

View all articles
Videos

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 Power of Compound Interest

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

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.

View all videos