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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The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Wealth and the Single Parent
Making smart financial choices while raising kids on your own can require additional planning and discipline.
Strategies for Managing Student Loan Debt
Five strategies for managing your student debt.
Four Ways To Use Leftover 529 Money
What to do with a 529 education savings plan when there’s no college left to spend it on.
What To Do When Your Income Reaches 7 Figures
Preserve your high net worth with these foundational tips.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
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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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.
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 Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
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.
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