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.

Saving for College 101

Here's a crash course on saving for college.

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

How Cash Apps Work

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

• Articles

  Making a Charitable Contribution

  There are benefits and limitations when you decide to donate stock.

  How Big is Money?

  Learn a little about worldwide currency in this fun infographic

  Glossary of Scam Terms

  A helpful glossary of current scams.

  The Economic Journey of Your Morning Coffee

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

  What Will You Do With Your Bonus or Windfall?

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

  Financially Savvy at Six Figures

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

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• Calculators

  Lifetime of Earnings

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

  Historical Inflation

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

  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

  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.

  How Cash Apps Work

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

  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.

  Once Upon a Goal

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

  View all videos