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.

Have A Question About This Topic?

Thank you! Oops!
The Latte Lie and Other Myths

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Buying or Leasing in 2022: What You Need to Know

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.

The Cost of Procrastination

The Cost of Procrastination

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

Financially Savvy at Six Figures

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

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Building an Emergency Fund: Your Financial Safety Net

Relying on credit cards in a crisis could be costly. The smarter choice? Start building your personal emergency fund.

Is College Right for You?

For some, going from high school graduation to college makes a lot of sense. It might not be the best path for everyone.

Helping Out a Family Member

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

A Young Adult's Guide to Debt

Not all debt is created equal. From mortgages to credit cards, here’s how to think about some common types of debt.

View all articles

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?

Surprise! You’ve Got Money!

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

Saving for College 101

Here's a crash course on saving for college.

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 Power of Compound Interest

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

View all videos