Money | Olive Tree Wealth

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.

The $200,000 Difference

When creating an investment strategy, remember that small increases in return can add up over time.

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Surprise! You’ve Got Money!

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

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

The Power of Compound Interest

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

Exploring the Federal Student Grant Program

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

Making a Charitable Gift

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

Pay Yourself First

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

Saving Early & Letting Time Work for You

See how starting early—not saving more—can be the most powerful move you make for your long-term future.

The Big Pause

This handy interactive explains which essential government services are affected by a shutdown.

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

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The $200,000 Difference

When creating an investment strategy, remember that small increases in return can add up over time.

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.

The Power of Compound Interest

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

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Saving for College 101

Here's a crash course on saving for college.

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Articles

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

The Half Million Dollar Baby

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

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Saving Early & Letting Time Work for You

See how starting early—not saving more—can be the most powerful move you make for your long-term future.

The Many Ways to Measure Inflation

Different inflation indexes may tell different stories. Here's what that could mean for you.

Personal Finance Calendar

Use this handy calendar to remember the year’s most important financial dates.

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Videos

The Cost of Procrastination

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

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 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.

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.

View all videos