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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.

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?

Your Cash Flow Statement

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

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Triad Form CRS

Check the background of your financial professional on FINRA’s BrokerCheck.

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Securities offered through Triad Advisors, LLC Member FINRA/SIPC. Advisory Services offered through Triad Hybrid Solutions LLC, a registered investment advisor. Roberts Wealth Management and Triad Advisors, LLC are not affiliated.