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

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.

Saving Early & Letting Time Work for You

See how starting early—not saving more—can be the most powerful move you make for your long-term future.

The Cost of Procrastination

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

• Articles

  Mortgages in Retirement

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

  What to Look for in Personal Finance Apps

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

  Password Protection Strategies

  Simple steps may help you foil hackers and protect your privacy.

  Financially Savvy at Six Figures

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

  Personal Finance Calendar

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

  Making a Charitable Contribution

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

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• Calculators

  Credit Card Payoff

  Find out how long it may take to pay off a credit card balance and what it costs in interest.

  Historical Inflation

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

  Lifetime of Earnings

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

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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?

  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 Latte Lie and Other Myths

  Check out this video to begin separating fact from fiction.

  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.

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