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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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 Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
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.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Glossary of Scam Terms
A helpful glossary of current scams.
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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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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.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
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.
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