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.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
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How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Should I Accept a Free Credit Lock?
Learn the ins and outs of credit locks, freezes, and more.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
Monthly Memberships
A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.
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Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
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.
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Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Saving for College 101
Here's a crash course on saving for college.
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.
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?
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
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