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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How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
Don't Delay an Important Discussion
Talking about money shouldn’t be taboo. Learn about starting financial conversations across the generations in your family.
Saving for College 101
Here's a crash course on saving for college.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
The Big Pause
This handy interactive explains which essential government services are affected by a shutdown.
Money Myth: You Can’t Bounce Back from Retirement Setbacks
Learn how to plan for inflation, make up for lost time and adjust retirement savings goals as you approach the next chapter.
Year-End Planning & Wealth-Building Strategies
Explore the year-end financial moves that can help you protect assets, reduce taxes, and grow wealth in the new year.
Glossary of Scam Terms
A helpful glossary of current scams.
Facilitate Family Financial Conversations Across Generations
Start a discussion with your adult kids about generational family finances. Share your retirement and financial goals.
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Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
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.
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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.
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.
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.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.