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.

A Comprehensive Guide to Charitable Giving Strategies

From assets and timing to strategies and structures, this guide breaks down the key elements of charitable giving.

Once Upon a Goal

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

Debt: Not Necessarily a Four-Letter Word

Debt can be an important tool to creating the future you want – if you manage it wisely.

Four Ways To Use Leftover 529 Money

What to do with a 529 education savings plan when there’s no college left to spend it on.

Should You Buy or Lease Your Next Car?

Before choosing your next car, make sure you can answer these questions related to finances, driving frequency and more.

Buying or Leasing in 2022: What You Need to Know

The factors affecting the decision to buy or lease your next car have become much more complicated.

4 Myths When Managing Sudden Wealth

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

Buying or Selling a House in a Seller's Market

With house prices soaring, these tips can help you get the home you want without sacrificing your future.

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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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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.

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 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.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

View all videos

Articles

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

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.

Financially Savvy at Six Figures

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

Should I Accept a Free Credit Lock?

Learn the ins and outs of credit locks, freezes, and more.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

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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 Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Cost of Procrastination

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

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.

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.

View all videos