Money | JG Rubin Financial Services

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.

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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?

Saving for Your Child’s Future

Learn how to begin building a financial foundation for a child and choose an approach that fits your goals and timeframe.

The Power of Compound Interest

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

Understanding the Basics of ESG Investing

Find out how to align your money with your personal values with this helpful introduction to sustainable investing.

U.S. Personal Savings Rate

What can be learned from the savings rate?

Making a Charitable Contribution

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

The Economic Journey of Your Morning Coffee

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

The Psychology of Money: Why People Make Emotional Decisions

Learn how to better understand how emotions affect money decisions and learn simple ways to respond more intentionally.

Your Midyear Financial Checklist

Use this framework to review your finances, and stay aligned with your goals for the rest of the year.

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Saving for College 101

Here's a crash course on saving for college.

The Power of Compound Interest

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

Surprise! You’ve Got Money!

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

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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 Cost of Procrastination

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

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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.

Your Midyear Financial Checklist

Use this framework to review your finances, and stay aligned with your goals for the rest of the year.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Personal Finance Calendar

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

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

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Videos

Saving for College 101

Here's a crash course on saving for college.

The Cost of Procrastination

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

Surprise! You’ve Got Money!

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

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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?

View all videos