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

How Cash Apps Work

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

The Power of Compound Interest

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

Building a Solid Financial Foundation

Sustain financial well-being or create wealth through these actions.

Surprise! You’ve Got Money!

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

• Articles

  Financially Savvy at Six Figures

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

  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.

  Making a Charitable Gift

  Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.

  Personal Finance Calendar

  Use this handy calendar to remember the year’s most important financial dates.

  What to Look for in Personal Finance Apps

  An increasing number have been developed to help individuals with their personal finances.

  Mortgages in Retirement

  Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

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• Calculators

  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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• Videos

  Saving for College 101

  Here's a crash course on saving for college.

  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 Cost of Procrastination

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

  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?

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