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.
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.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
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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.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
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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.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
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?