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.
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?
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Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
Strategies for Managing Student Loan Debt
Five strategies for managing your student debt.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
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.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
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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.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
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The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
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.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
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?
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