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.

Featured Presentation

Your Cash Flow Statement

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

Saving for College 101

Here’s a crash course on saving for college.

Pay Yourself First

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

Once Upon a Goal

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

• Articles

  The Average American Budget

  Learn about the average American budget in this fun and interactive piece.

  Weighing the Benefits of Prepaid Debit Cards

  It's important to understand the pros and cons when considering a prepaid debit card.

  Personal Finance Calendar

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

  Budget Check Up: Tax Time Is the Right Time

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

  Financially Savvy at Six Figures

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

  What Can You Buy With 529 Distributions?

  This article can be a helpful guide when begin preparing for education expenses.

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• Calculators

  Historical Inflation

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

  What Is My Current Cash Flow?

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

  Paying Off a Credit Card

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

  View all calculators

• Presentations

  Your Cash Flow Statement

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

  View all presentations

• Videos

  Saving for College 101

  Here’s a crash course on saving for college.

  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.

  Once Upon a Goal

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

  Surprise! You’ve Got Money!

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

  View all videos