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.

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The Power of Compound Interest

The Power of Compound Interest

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

Monthly Memberships

Monthly Memberships

A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

Once Upon a Goal

Once Upon a Goal

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

What If Your Kids Decide Against College?

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

Personal Finance Calendar

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

Your Emergency Fund: How Much Is Enough?

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

Should I Accept a Free Credit Lock?

Learn the ins and outs of credit locks, freezes, and more.

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

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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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.

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Saving for College 101

Here’s a crash course on saving for college.

The Power of Compound Interest

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

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?

Once Upon a Goal

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

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 Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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