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.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Surprise! You’ve Got Money!

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

• Articles

  7 Steps to Take When Tying the Knot

  Marriage comes with lots of financial considerations. Here’s how to start off on the right foot when walking down the aisle.

  Financially Savvy at Six Figures

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

  What To Consider Before Accepting an NIL Deal

  NIL money can bring new opportunities, responsibilities and questions. Here’s how to approach them thoughtfully.

  Data Thieves from Outer Space

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

  A Budget You Can Live With

  A realistic budget can be step one in achieving your financial goals – use these tips to efficiently allocate your money.

  Four Ways To Use Leftover 529 Money

  What to do with a 529 education savings plan when there’s no college left to spend it on.

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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 Cost of Procrastination

  Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

  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 Power of Compound Interest

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

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