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
Here's a crash course on saving for college.
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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?
Should I Accept a Free Credit Lock?
Learn the ins and outs of credit locks, freezes, and more.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Retirement Savings Goals: How to Help Make Up for Lost Time
Discover practical tips and strategies for setting and refining your retirement savings goals as you near retirement.
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.
Are You in the “Sandwich Generation?"
Are you part of the "sandwich generation" that's raising your kids and caring for your parents? These insights are for you.
Making a Charitable Gift
Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
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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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How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
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.
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?
Saving for College 101
Here's a crash course on saving for college.