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?
Have A Question About This Topic?
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
Financial Resolutions for 2024
Whatever you're dreaming of for 2024 and beyond, here are some financial resolutions to consider to help you get there.
Saving for College 101
Here's a crash course on saving for college.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
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.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
How to Effectively Budget as a Couple
Be sure that you agree on how to go about combining your finances as a couple before discussing how you'll handle expenses.
Glossary of Scam Terms
A helpful glossary of current scams.
View all articles
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
View all calculators
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
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 Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
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.
View all videos
-
Articles
-
Calculators
-
Videos