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?

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

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

  Financially Savvy at Six Figures

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

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

  Pay Yourself First

  It sounds simple, but paying yourself first can really pay off.

  Budgeting After a Divorce

  Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

  Making a Charitable Contribution

  There are benefits and limitations when you decide to donate stock.

  Password Protection Strategies

  Simple steps may help you foil hackers and protect your privacy.

  View all articles

• Calculators

  Credit Card Payoff

  Find out how long it may take to pay off a credit card balance and what it costs in interest.

  Historical Inflation

  See how the purchasing power of a dollar has changed over time due to inflation.

  View all calculators

• Videos

  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?

  The Latte Lie and Other Myths

  Check out this video to begin separating fact from fiction.

  The Cost of Procrastination

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

  Saving for College 101

  Here's a crash course on saving for college.

  View all videos