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.

Saving for College 101

Here’s a crash course on saving for college.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

The Cost of Procrastination

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

• Articles

  Your Emergency Fund: How Much Is Enough?

  Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

  Financially Savvy at Six Figures

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

  Data Thieves from Outer Space

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

  Understanding FDIC Insurance

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

  Weighing the Benefits of Prepaid Debit Cards

  It's important to understand the pros and cons when considering a prepaid debit card.

  What If Your Kids Decide Against College?

  Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

  View all articles

• Calculators

  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.

  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

  Surprise! You’ve Got Money!

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

  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?

  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.

  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