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Cash Flow & Budgeting

Cash Flow & Budgeting

Take control of your finances with our expert cash flow and budgeting services. We will analyze your income and expenses, develop a personalized budget, and provide strategies to optimize your cash flow. Achieve your financial goals and enjoy financial stability with our tailored solutions.Our business is built on a foundation of thoughtful client relationships.

Making a Charitable Gift

Making a Charitable Gift

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

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
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How Big is Money?

Learn a little about worldwide currency in this fun infographic

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Exploring the Federal Student Grant Program

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

Year-End Charitable Gifting and You

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

The Half Million Dollar Baby

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

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

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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.

What Is My Current Cash Flow?

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

Historical Inflation

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

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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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The Power of Compound Interest

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

Surprise! You’ve Got Money!

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

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.

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.

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@fleur-de-lisfinancial.com   |  417-234-9280