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.

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Keeping Up with the Joneses

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?

Budget Check Up: Tax Time Is the Right Time

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 Latte Lie and Other Myths

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Financially Savvy at Six Figures

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

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

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.

Managing Money as a Couple

Keys to preparing to grow wealthy together.

Making a Charitable Contribution

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

Understanding FDIC Insurance

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

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Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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The Cost of Procrastination

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

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 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?

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

View all videos