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

Saving for College 101

Here’s a crash course on saving for college.

Featured Presentation

Your Cash Flow Statement

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

The Cost of Procrastination

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

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

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?

• Articles

  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.

  Spotting Credit Trouble

  The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

  Year-End Charitable Gifting and You

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

  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.

  The Half Million Dollar Baby

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

  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

  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?

  The Power of Compound Interest

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

  Surprise! You’ve Got Money!

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

  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