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

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 Power of Compound Interest

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

Making a Charitable Gift

Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

• Articles

  What To Do When Your Income Reaches 7 Figures

  Preserve your high net worth with these foundational tips.

  What Will You Do With Your Bonus or Windfall?

  This article examines one's options when receiving a work bonus or other financial windfalls.

  Strategies for Managing Student Loan Debt

  Five strategies for managing your student debt.

  Spotting Credit Trouble

  The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

  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.

  Financially Savvy at Six Figures

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

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• Calculators

  Historical Inflation

  See how the purchasing power of a dollar has changed over time due to inflation.

  Lifetime of Earnings

  Estimate how much you may earn over your working years based on your current income.

  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

  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.

  How Cash Apps Work

  Peer-to-peer payment apps are one of the newest ways to send money.

  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.

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