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.

Featured Video

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.

Countering Counterfeit Currency

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

How Cash Apps Work

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

• Articles

  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.

  Financially Savvy at Six Figures

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

  Your Emergency Fund: How Much Is Enough?

  Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

  Should I Accept a Free Credit Lock?

  Learn the ins and outs of credit locks, freezes, and more.

  Understanding Money Market Funds

  Check out this brief article which explores the role Money Market Funds may play in your portfolio.

  How Big is Money?

  Learn a little about worldwide currency in this fun infographic

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• Calculators

  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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• Videos

  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.

  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.

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