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

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?

Featured Presentation

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Surprise! You’ve Got Money!

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

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

The Power of Compound Interest

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

• Articles

  The Five Basics of Financial Literacy

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

  What Can You Buy With 529 Distributions?

  This article can be a helpful guide when begin preparing for education expenses.

  Data Thieves from Outer Space

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

  Year-End Charitable Gifting and You

  This article may help you maximize the benefits of your donation for your chosen charity.

  Understanding FDIC Insurance

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

  Financially Savvy at Six Figures

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

  View all articles

• Calculators

  What Is My Current Cash Flow?

  Assess whether you are running “in the black” or “in the red” each month.

  Paying Off a Credit Card

  Enter various payment options and determine how long it may take to pay off a credit card.

  Historical Inflation

  This calculator shows how inflation over the years has impacted purchasing power.

  View all calculators

• Presentations

  Your Cash Flow Statement

  A presentation about managing money: using it, saving it, and even getting credit.

  View all presentations

• Videos

  Saving for College 101

  Here’s a crash course on saving for college.

  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?

  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.

  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.

  View all videos