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.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
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Saving for College 101
Here's a crash course on saving for college.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
What Can You Buy With 529 Distributions?
This article can be a helpful guide when beginning to prepare for education expenses.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
What Will You Do With Your Bonus or Windfall?
This article examines one's options when receiving a work bonus or other financial windfalls.
Strategies for Managing Student Loan Debt
Five strategies for managing your student debt.
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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.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
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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?
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
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.
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