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.

Surprise! You’ve Got Money!

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

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Saving for College 101

Here's a crash course on saving for college.

Managing Money as a Couple

Keys to preparing to grow wealthy together.

How Cash Apps Work

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

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

What Will You Do With Your Bonus or Windfall?

This article examines one's options when receiving a work bonus or other financial windfalls.

Mortgages in Retirement

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

Financially Savvy at Six Figures

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

Monthly Memberships

A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

What If Your Kids Decide Against College?

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

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How Cash Apps Work

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

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.

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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Articles

What to Look for in Personal Finance Apps

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

How Big is Money?

Learn a little about worldwide currency in this fun infographic

U.S. Personal Savings Rate

What can be learned from the savings rate?

Password Protection Strategies

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

Making a Charitable Gift

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

The Many Ways to Measure Inflation

Different inflation indexes may tell different stories. Here's what that could mean for you.

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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?

The Power of Compound Interest

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

Once Upon a Goal

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

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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