15560-C Rockfield Boulevard
Irvine, CA 92618

Alex Wahba

(949) 380-1978

 

Money

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 Power of Compound Interest

The Power of Compound Interest

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

Facilitate Family Financial Conversations Across Generations

Facilitate Family Financial Conversations Across Generations

Start a discussion with your adult kids about generational family finances. Share your retirement and financial goals.

The Cost of Procrastination

The Cost of Procrastination

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

 

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Managing Money as a Couple

Keys to preparing to grow wealthy together.

Are You in the “Sandwich Generation?"

Are you part of the "sandwich generation" that's raising your kids and caring for your parents? These insights are for you.

Don't Delay an Important Discussion

Talking about money shouldn’t be taboo. Learn about starting financial conversations across the generations in your family.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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Surprise! You’ve Got Money!

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

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 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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