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 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.

Financially Savvy at Six Figures

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

The Power of Compound Interest

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

• Articles

  The Big Pause

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

  Mortgages in Retirement

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

  The Five Basics of Financial Literacy

  How literate are you when it comes to your finances? Brush up with these five basics.

  Data Thieves from Outer Space

  Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

  Pay Yourself First

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

  Understanding FDIC Insurance

  FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

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• Calculators

  Lifetime of Earnings

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

  Credit Card Payoff

  Find out how long it may take to pay off a credit card balance and what it costs in interest.

  Historical Inflation

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

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• Videos

  How Cash Apps Work

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

  Surprise! You’ve Got Money!

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

  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.

  View all videos