Money | Johnson Davidson Lawton Group

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!

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

Have A Question About This Topic?

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Donor-Advised Funds: A Smarter Way To Give

Here’s how you can support the causes you care about while strengthening your own tax and estate plans.

Saving for College 101

Here's a crash course on saving for college.

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.

Building an Emergency Fund: Your Financial Safety Net

Relying on credit cards in a crisis could be costly. The smarter choice? Start building your personal emergency fund.

A Comprehensive Guide to Charitable Giving Strategies

From assets and timing to strategies and structures, this guide breaks down the key elements of charitable giving.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

Financially Savvy at Six Figures

Help your clients with these practical steps to make the most of their six-figure income.

Pay Yourself First

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

View all articles

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 Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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.

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?

Once Upon a Goal

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

View all videos

Articles

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Teaching Kids to Be Fiscally Fit

At every stage of your family’s lifetime, there are money lessons to be learned

8 Tips for Managing Sudden Wealth

With great wealth comes great responsibility. Here’s how to make smart, confident decisions with newfound money.

What to Expect from a Second Opinion Meeting

When you face health issues, you might seek a second opinion to confirm your plan. Why not do the same with your finances?

Is College Right for You?

For some, going from high school graduation to college makes a lot of sense. It might not be the best path for everyone.

A Young Adult's Guide to Debt

Not all debt is created equal. From mortgages to credit cards, here’s how to think about some common types of debt.

View all articles
Videos

Surprise! You’ve Got Money!

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

Once Upon a Goal

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

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?

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.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

View all videos