Money | WestPac Wealth Partners

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.

Saving for College 101

Here's a crash course on saving for college.

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Once Upon a Goal

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

Be wary of financial advice from social media

Just because social media influencers seem knowledgeable doesn’t mean you should place your trust in them

Keeping Up with the Joneses

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Managing your finances when starting a new career

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Talking to your kids about money

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Three options to consider in preparation for transitioning a business after the passing of an associate. 

How to make the most of a pay raise

There are a lot of things you can do with a pay raise, but how you spend this money can impact your financial health. 

Finding calm during volatile markets

During volatility, avoid “panic moves” and consider ways to diversify, including annuities and whole life insurance

Smart money moves for families

Life with children is a rollercoaster ride. A sound financial strategy can help put your nerves at ease.

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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.

The Power of Compound Interest

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