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.

Have A Question About This Topic?

Thank you! Oops!
Once Upon a Goal

Once Upon a Goal

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

Exploring the Federal Student Grant Program

Exploring the Federal Student Grant Program

In this article, explore the benefits of the Federal Student Grant Program.

The Latte Lie and Other Myths

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

Financially Savvy at Six Figures

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

Exploring the Federal Student Grant Program

In this article, explore the benefits of the Federal Student Grant Program.

Budget Check Up: Tax Time Is the Right Time

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

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

View all articles

What Is My Current Cash Flow?

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

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.

View all calculators

Your Cash Flow Statement

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

View all presentations

Once Upon a Goal

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

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Surprise! You’ve Got Money!

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

Saving for College 101

Here’s a crash course on saving for college.

View all videos