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.

Surprise! You’ve Got Money!

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

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Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Financially Savvy at Six Figures

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

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.

What to Look for in Personal Finance Apps

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

Managing Money as a Couple

Keys to preparing to grow wealthy together.

Year-End Charitable Gifting and You

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

The Big Pause

This handy interactive explains which essential government services are affected by a shutdown.

Personal Finance Calendar

Use this handy calendar to remember the year’s most important financial dates.

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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.

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.

Saving for College 101

Here's a crash course on saving for college.

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Articles

The Half Million Dollar Baby

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

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Understanding Money Market Funds

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

Weighing the Benefits of Prepaid Debit Cards

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

Building a Solid Financial Foundation

Sustain financial well-being or create wealth through these actions.

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Videos

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

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.

Saving for College 101

Here's a crash course on saving for college.

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send 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.

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