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.

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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?

Surprise! You’ve Got Money!

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

5 Strategies for Paying Off Credit Card Debt

U.S. consumer credit card debt recently topped $1 trillion. Here are five tips for getting you back in the black.

Once Upon a Goal

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

• Articles

  What to Expect (Financially) When You’re Expecting

  You may have bought a crib, car seat, diapers… but have you revisited your financial plan?

  What to Look for in Personal Finance Apps

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

  What To Consider Before Accepting an NIL Deal

  NIL money can bring new opportunities, responsibilities and questions. Here’s how to approach them thoughtfully.

  Buying or Selling a House in a Seller's Market

  With house prices soaring, these tips can help you get the home you want without sacrificing your future.

  Financially Savvy at Six Figures

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

  A Budget You Can Live With

  A realistic budget can be step one in achieving your financial goals – use these tips to efficiently allocate your money.

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• Calculators

  Credit Card Payoff

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

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• Videos

  Saving for College 101

  Here's a crash course on saving for college.

  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 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.

  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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