14724 E. Whittier Boulevard
Whittier, CA 90605

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James Taheran

(562) 696-3340

 

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.

 
 
 
Surprise! You’ve Got Money!

Surprise! You’ve Got Money!

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

Password Protection Strategies

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

The Cost of Procrastination

The Cost of Procrastination

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

 

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Pay Yourself First

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

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Doubling Your Money

This calculator demonstrates the power of compound interest.

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 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.

Surprise! You’ve Got Money!

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

What Our Kids Can Teach us About Saving Money

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

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

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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