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.
Have A Question About This Topic?
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 Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
5 Strategies for Paying Off Credit Card Debt
U.S. consumer credit card debt recently topped $1 trillion. Here are five tips for getting you back in the black.
Buying or Selling a House in a Seller's Market
With house prices soaring, these tips can help you get the home you want without sacrificing your future.
When Is the Right Time To Refinance Your Mortgage?
Interest rates matter when refinancing your mortgage—but they aren’t the only factor to consider.
4 Myths When Managing Sudden Wealth
Sudden wealth can be a blessing – or a curse, if not managed thoughtfully.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
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.
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.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
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.
View all videos
-
Articles
-
Calculators
-
Videos