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 Cost of Procrastination

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

Managing Money as a Couple

Keys to preparing to grow wealthy together.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

• Articles

  Financially Savvy at Six Figures

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

  What Can You Buy With 529 Distributions?

  This article can be a helpful guide when beginning to prepare for education expenses.

  Buying vs. Leasing a Car

  Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

  Should I Accept a Free Credit Lock?

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

  Glossary of Scam Terms

  A helpful glossary of current scams.

  What Will You Do With Your Bonus or Windfall?

  This article examines one's options when receiving a work bonus or other financial windfalls.

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• Calculators

  Lifetime of Earnings

  Estimate how much you may earn over your working years based on your current income.

  Credit Card Payoff

  Find out how long it may take to pay off a credit card balance and what it costs in interest.

  Historical Inflation

  See how the purchasing power of a dollar has changed over time due to inflation.

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• Videos

  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.

  How Cash Apps Work

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

  The Latte Lie and Other Myths

  Check out this video to begin separating fact from fiction.

  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?

  Surprise! You’ve Got Money!

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

  View all videos