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 Power of Compound Interest

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

Personal Finance Calendar

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

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

• Articles

  Your Emergency Fund: How Much Is Enough?

  Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

  Understanding Money Market Funds

  Check out this brief article which explores the role Money Market Funds may play in your portfolio.

  Financially Savvy at Six Figures

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

  Year-End Charitable Gifting and You

  This article may help you maximize the benefits of your donation for your chosen charity.

  Should I Accept a Free Credit Lock?

  Learn the ins and outs of credit locks, freezes, and more.

  Exploring the Federal Student Grant Program

  In this article, explore the benefits of the Federal Student Grant Program.

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• Videos

  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?

  Once Upon a Goal

  Do you know how to set up your financial goals for success? This knight does.

  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 Cost of Procrastination

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

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