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?
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Wealth and the Single Parent
Making smart financial choices while raising kids on your own can require additional planning and discipline.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
Debt: Not Necessarily a Four-Letter Word
Debt can be an important tool to creating the future you want – if you manage it wisely.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Four Ways To Use Leftover 529 Money
What to do with a 529 education savings plan when there’s no college left to spend it on.
What To Consider Before Accepting an NIL Deal
NIL money can bring new opportunities, responsibilities and questions. Here’s how to approach them thoughtfully.
5 Ways To Sell or Transfer Your Business
Why succession plans are key for preparing to sell or transfer ownership of your business – and five ways you can do so.
View all articles
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
View all calculators
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
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 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.
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.
View all videos
-
Articles
-
Calculators
-
Videos