Money | OMNI Investment 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.

How Cash Apps Work

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

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The Power of Compound Interest

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

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

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.

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.

Financially Savvy at Six Figures

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

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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 Power of Compound Interest

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

How Cash Apps Work

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

Saving for College 101

Here's a crash course on saving for college.

Once Upon a Goal

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

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Articles

Monthly Memberships

A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

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 Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

The Half Million Dollar Baby

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

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Making a Charitable Gift

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

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Videos

Surprise! You’ve Got Money!

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

How Cash Apps Work

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

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.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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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