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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Saving for College 101

Here's a crash course on saving for college.

Once Upon a Goal

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

Buying or Leasing in 2022: What You Need to Know

The factors affecting the decision to buy or lease your next car have become much more complicated.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

• Articles

  Financially Savvy at Six Figures

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

  Choosing a Corporate Structure for Your Business

  How you structure your business can impact taxes, fundraising and what you’re responsible for if things go wrong.

  'Til Debt Do Us Part

  When it comes to combining finances, you may have more options than you think. Consider these relationship-saving strategies.

  When Is the Right Time To Refinance Your Mortgage?

  Interest rates matter when refinancing your mortgage—but they aren’t the only factor to consider.

  U.S. Personal Savings Rate

  What can be learned from the savings rate?

  The Benefits of Consolidating Accounts

  More than creating convenience, consolidating accounts can help you mitigate taxes, better manage your cash flow and more.

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• Calculators

  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

  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.

  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?

  Saving for College 101

  Here's a crash course on saving for college.

  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.

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