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

Once Upon a Goal

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

The Power of Compound Interest

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

Financially Savvy at Six Figures

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

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

• Articles

  Budget Check Up: Tax Time Is the Right Time

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

  The Economic Journey of Your Morning Coffee

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

  Should You Complete the FAFSA?

  Many families skip the FAFSA because they assume they won't qualify. Here's why they should reconsider.

  What to Expect (Financially) When You’re Expecting

  You may have bought a crib, car seat, diapers… but have you revisited your financial plan?

  Should I Accept a Free Credit Lock?

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

  7 Steps to Take When Tying the Knot

  Marriage comes with lots of financial considerations. Here’s how to start off on the right foot when walking down the aisle.

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• Calculators

  Credit Card Payoff

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

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• Videos

  Surprise! You’ve Got Money!

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

  Once Upon a Goal

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

  The Cost of Procrastination

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

  Saving for College 101

  Here's a crash course on saving for college.

  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?

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