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

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Understanding FDIC Insurance

Understanding FDIC Insurance

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

Once Upon a Goal

Once Upon a Goal

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

 

Making a Charitable Contribution

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

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

Financially Savvy at Six Figures

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

The Five Basics of Financial Literacy

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

Managing Money as a Couple

Keys to preparing to grow wealthy together.

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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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.

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?

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.

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