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 Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Once Upon a Goal

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

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Surprise! You’ve Got Money!

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

• Articles

  Personal Finance Calendar

  Use this handy calendar to remember the year’s most important financial dates.

  What to Look for in Personal Finance Apps

  An increasing number have been developed to help individuals with their personal finances.

  Managing Money as a Couple

  Keys to preparing to grow wealthy together.

  The History of Currency

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

  Financially Savvy at Six Figures

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

  Your Emergency Fund: How Much Is Enough?

  Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

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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

  The Latte Lie and Other Myths

  Check out this video to begin separating fact from fiction.

  How Cash Apps Work

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

  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 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.

  Once Upon a Goal

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

  View all videos