On Point Financial

Jeff Birnbaum

140 Riverside Drive
New York, NY 10024

(212) 874-1790
 

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.

 
 
 
Surprise! You’ve Got Money!

Surprise! You’ve Got Money!

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

Year-End Charitable Gifting and You

Year-End Charitable Gifting and You

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

Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.

 

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Building a Solid Financial Foundation

Sustain financial well-being or create wealth through these actions.

What To Do When Your Income Reaches 7 Figures

Preserve your hIgh net worth with these foundational tips.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

U.S. Personal Savings Rate

What can be learned from the savings rate?

The Lowdown on Those Free Credit Scores

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

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Paying Off a Credit Card

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

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.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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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?

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.

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.

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