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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Once Upon a Goal

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

Surprise! You’ve Got Money!

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

Year-End Planning & Wealth-Building Strategies

Explore the year-end financial moves that can help you protect assets, reduce taxes, and grow wealth in the new year.

The Power of Compound Interest

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

• Articles

  Year-End Charitable Gifting and You

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

  How to Read Your Credit Report

  Solve a mystery while learning how important your credit report is with this story-driven interactive.

  A Comprehensive Guide to Navigating Life's Transitions

  Check out this comprehensive guide to all the stages of your financial life cycle as you navigate each life transition.

  Setting Your Family’s Financial Values

  Set your family's financial values; cast a vision for the future. Talk to your parents and kids. Discuss all options.

  Planning, Saving, and Spending Over a Lifetime

  Are you reactive or proactive in your finances? Take control with our step-by-step savings guide.

  What To Do When Your Income Reaches 7 Figures

  Preserve your high net worth with these foundational tips.

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• Calculators

  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.

  Paying Off a Credit Card

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

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• Videos

  Once Upon a Goal

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

  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.

  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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