Money | Alpert Financial

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.

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How Cash Apps Work

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

The Many Ways to Measure Inflation

Different inflation indexes may tell different stories. Here's what that could mean for you.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

The Many Ways to Measure Inflation

Different inflation indexes may tell different stories. Here's what that could mean for you.

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.

Making a Charitable Gift

Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.

Exploring the Federal Student Grant Program

In this article, explore the benefits of the Federal Student Grant Program.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

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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.

Once Upon a Goal

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

How Cash Apps Work

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

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Surprise! You’ve Got Money!

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

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Articles

The Economic Journey of Your Morning Coffee

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

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.

Personal Finance Calendar

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

What If Your Kids Decide Against College?

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

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Videos

Surprise! You’ve Got Money!

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

How Cash Apps Work

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

The Power of Compound Interest

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

Saving for College 101

Here's a crash course on saving for college.

View all videos