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.
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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How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
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.
Money Myth: You Can’t Bounce Back from Retirement Setbacks
Learn how to plan for inflation, make up for lost time and adjust retirement savings goals as you approach the next chapter.
The Big Pause
This handy interactive explains which essential government services are affected by a shutdown.
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.
Navigate Life’s Transitions with Confidence
Whatever stage of life you are in, learn how to navigate the present—and whatever comes next—with confidence.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
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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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Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
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.
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.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
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