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.

 
 
Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.

The Economic Journey of Your Morning Coffee

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

The Power of Compound Interest

The Power of Compound Interest

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

 

How to Budget as a Couple

Conversations about finances about budgeting can be a touchy subject, especially if you have different views about spending.

Financially Savvy at Six Figures

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

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Facilitate Family Financial Conversations Across Generations

Start a discussion with your adult kids about generational family finances. Share your retirement and financial goals.

Password Protection Strategies

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

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Paying Off a Credit Card

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

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Once Upon a Goal

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

Saving for College 101

Here’s a crash course on saving for college.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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.

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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