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.
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?
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Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Monthly Memberships
A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.
Strategies for Managing Student Loan Debt
Five strategies for managing your student debt.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Making Sense of HSAs and FSAs
How HSAs and FSAs might help your household.
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Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
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Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
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.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
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?
View all videos
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