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.

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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?

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

The Benefits of Consolidating Accounts

More than creating convenience, consolidating accounts can help you mitigate taxes, better manage your cash flow and more.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

• Articles

  Helping Out a Family Member

  How do you offer money in a way that works for everyone?

  A Budget You Can Live With

  A realistic budget can be step one in achieving your financial goals – use these tips to efficiently allocate your money.

  Wealth and the Single Parent

  Making smart financial choices while raising kids on your own can require additional planning and discipline.

  What to Expect (Financially) When You’re Expecting

  You may have bought a crib, car seat, diapers… but have you revisited your financial plan?

  U.S. Personal Savings Rate

  What can be learned from the savings rate?

  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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• Calculators

  Credit Card Payoff

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

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• Videos

  Once Upon a Goal

  Do you know how to set up your financial goals for success? This knight does.

  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.

  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.

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