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 Power of Compound Interest

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

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Making a Charitable Contribution

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

How Cash Apps Work

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

• Articles

  Mortgages in Retirement

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

  Managing Money as a Couple

  Keys to preparing to grow wealthy together.

  The Big Pause

  This handy interactive explains which essential government services are affected by a shutdown.

  What Can You Buy With 529 Distributions?

  This article can be a helpful guide when beginning to prepare for education expenses.

  Financially Savvy at Six Figures

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

  Pay Yourself First

  It sounds simple, but paying yourself first can really pay off.

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• Calculators

  Lifetime of Earnings

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

  Historical Inflation

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

  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

  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.

  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 Latte Lie and Other Myths

  Check out this video to begin separating fact from fiction.

  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.

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