Brandon S. Pepe, CFP®, Financial Advisor

2319 Whitney Avenue, Suite 5A
Hamden, CT 06518

203.288.2990 x139

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.

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The Power of Compound Interest

The Power of Compound Interest

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

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Keeping Up with the Joneses

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?

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Learn a little about worldwide currency in this fun infographic

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

The benefits of donor-advised funds

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Paying Off a Credit Card

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

Doubling Your Money

This calculator demonstrates the power of compound interest.

Historical Inflation

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

What Is My Current Cash Flow?

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

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Saving for College 101

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The Latte Lie and Other Myths

Do you know these three personal finance sayings?

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

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Would you guess that Millennials are effectively saving for retirement? Well, they are.

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?

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