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.

Surprise! You’ve Got Money!

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

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The Power of Compound Interest

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

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

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?

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.

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

Weighing the Benefits of Prepaid Debit Cards

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

Making a Charitable Gift

Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.

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.

Saving Early & Letting Time Work for You

See how starting early—not saving more—can be the most powerful move you make for your long-term future.

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Saving for College 101

Here's a crash course on saving for college.

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send 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 Power of Compound Interest

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

Surprise! You’ve Got Money!

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

View all videos

Articles

Financially Savvy at Six Figures

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

Weighing the Benefits of Prepaid Debit Cards

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

Building a Solid Financial Foundation

Sustain financial well-being or create wealth through these actions.

The Big Pause

This handy interactive explains which essential government services are affected by a shutdown.

Managing Money as a Couple

Keys to preparing to grow wealthy together.

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

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Videos

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?

Saving for College 101

Here's a crash course on saving for college.

The Power of Compound Interest

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

The Cost of Procrastination

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

Once Upon a Goal

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

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

View all videos