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.

Featured Video

The Cost of Procrastination

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

Surprise! You’ve Got Money!

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

Building a Solid Financial Foundation

Sustain financial well-being or create wealth through these actions.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

• Articles

  Should You Complete the FAFSA?

  Many families skip the FAFSA because they assume they won't qualify. Here's why they should reconsider.

  7 Steps to Take When Tying the Knot

  Marriage comes with lots of financial considerations. Here’s how to start off on the right foot when walking down the aisle.

  Financially Savvy at Six Figures

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

  Making a Charitable Contribution

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

  What To Do When Your Income Reaches 7 Figures

  Preserve your high net worth with these foundational tips.

  The Benefits of Consolidating Accounts

  More than creating convenience, consolidating accounts can help you mitigate taxes, better manage your cash flow and more.

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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.

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• 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.

  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.

  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.

  The Power of Compound Interest

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

  View all videos