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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Saving for College 101

Here's a crash course on saving for college.

Wealth Management Is a Family Affair

5 Strategies on how to talk with your family about wealth and your legacy.

Once Upon a Goal

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

Financially Savvy at Six Figures

Help your clients with these practical steps to make the most of their six-figure income.

A Big Decision for Small Businesses

It’s critical you identify the right retirement plan for your business.

What to Expect from a Second Opinion Meeting

When you face health issues, you might seek a second opinion to confirm your plan. Why not do the same with your finances?

Give the Gift of Stock

Donating appreciated securities to charity can help both you and your favorite nonprofits – if you do it thoughtfully.

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

How to Cover the Cost of Your Wedding

The average American wedding costs roughly $30,000 these days. Here are some practical tips to help spend less and save more.

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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.

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Saving for College 101

Here's a crash course on saving for college.

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?

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 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.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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Articles

6 Ways To Help Fund a Child’s Financial Foundation

Saving and investing strategies to help your kids and grandkids reach key milestones and build long-term wealth.

How To Build Credit: Busting Common Myths

When it comes to building credit, conflicting information is everywhere. We bust some of the most common credit myths.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

4 Myths When Managing Sudden Wealth

Sudden wealth can be a blessing – or a curse, if not managed thoughtfully.

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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.

View all calculators
Videos

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 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.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Saving for College 101

Here's a crash course on saving for college.

View all videos