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

Surprise! You’ve Got Money!

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

Money Myth: You Can’t Bounce Back from Retirement Setbacks

Learn how to plan for inflation, make up for lost time and adjust retirement savings goals as you approach the next chapter.

Once Upon a Goal

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

• Articles

  The Big Pause

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

  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.

  Financially Savvy at Six Figures

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

  Year-End Financial Moves to Maximize Your Momentum

  Use these year-end financial strategies to help reduce taxes, protect assets, and move into the new year with momentum.

  How Big is Money?

  Learn a little about worldwide currency in this fun infographic

  Setting Your Family’s Financial Values

  Set your family's financial values; cast a vision for the future. Talk to your parents and kids. Discuss all options.

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• Calculators

  Lifetime of Earnings

  Estimate how much you may earn over your working years based on your current income.

  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

  Surprise! You’ve Got Money!

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

  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.

  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?

  Once Upon a Goal

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

  View all videos