Money | Gallagher Pool Wealth Management

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.

Once Upon a Goal

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

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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.

Financially Savvy at Six Figures

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

Saving for College 101

Here's a crash course on saving for college.

Making a Charitable Gift

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

Should I Accept a Free Credit Lock?

Learn the ins and outs of credit locks, freezes, and more.

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Understanding Money Market Funds

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

How Big is Money?

Learn a little about worldwide currency in this fun infographic

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The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

The Power of Compound Interest

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