Mark Chavez, Financial Advisor

500 North Shoreline Boulevard, Suite 808
Corpus Christi, TX 78401

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.

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The Latte Lie and Other Myths

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

The Five Basics of Financial Literacy

The Five Basics of Financial Literacy

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

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.

Annual Review

An annual review is a yearly financial checkup – a chance to assess the decisions you’ve made this year and ensure you’re still on track to reach your goals. Let’s schedule yours today to discuss your financial priorities and goals, including what’s changed and what hasn’t. Call my office or simply reply to this email.

Password Protection Strategies

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

Weighing the Benefits of Prepaid Debit Cards

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

Data Thieves from Outer Space

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

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

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Doubling Your Money

This calculator demonstrates the power of compound interest.

Paying Off a Credit Card

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

Historical Inflation

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

What Is My Current Cash Flow?

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

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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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Surprise! You’ve Got Money!

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

The Power of Compound Interest

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

College Saving

Contact me to develop an education investment strategy that can put your children on the path to success.

Once Upon a Goal

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

No Cash, No Checks, No Problem

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.

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