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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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?

Surprise! You’ve Got Money!

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

Making a Charitable Gift

Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.

How Cash Apps Work

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

• Articles

  What Will You Do With Your Bonus or Windfall?

  This article examines one's options when receiving a work bonus or other financial windfalls.

  Financially Savvy at Six Figures

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

  Making a Charitable Gift

  Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.

  Year-End Financial Moves to Maximize Your Momentum

  Use these year-end financial strategies to help reduce taxes, protect assets, and move into the new year with momentum.

  Setting Your Family’s Financial Values

  Set your family's financial values; cast a vision for the future. Talk to your parents and kids. Discuss all options.

  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

  Historical Inflation

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

  Credit Card Payoff

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

  Lifetime of Earnings

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

  View all calculators

• Videos

  Once Upon a Goal

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

  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 Power of Compound Interest

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

  How Cash Apps Work

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

  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.

  View all videos