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 Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Have A Question About This Topic?
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Making a Charitable Gift
Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.
Monthly Memberships
A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
View all articles
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.
View all calculators
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 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.
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.
View all videos
-
Articles
-
Calculators
-
Videos