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

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.

Your Emergency Fund: How Much Is Enough?

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

The Power of Compound Interest

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

• Articles

  Strategies for Managing Student Loan Debt

  Five strategies for managing your student debt.

  Making a Charitable Gift

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

  Financially Savvy at Six Figures

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

  Building a Solid Financial Foundation

  Sustain financial well-being or create wealth through these actions.

  Year-End Charitable Gifting and You

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

  What Can You Buy With 529 Distributions?

  This article can be a helpful guide when beginning to prepare for education expenses.

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• Calculators

  Historical Inflation

  See how the purchasing power of a dollar has changed over time due to inflation.

  Credit Card Payoff

  Find out how long it may take to pay off a credit card balance and what it costs in interest.

  Lifetime of Earnings

  Estimate how much you may earn over your working years based on your current income.

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• Videos

  Saving for College 101

  Here's a crash course on saving for college.

  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 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.

  How Cash Apps Work

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

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