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 Cost of Procrastination

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

Year-End Charitable Gifting and You

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

Once Upon a Goal

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

• Articles

  Life and Death of a Twenty Dollar Bill

  How long does a $20 bill last?

  Mortgages in Retirement

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

  Making a Charitable Gift

  Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.

  The Half Million Dollar Baby

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

  Financially Savvy at Six Figures

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

  The Five Basics of Financial Literacy

  How literate are you when it comes to your finances? Brush up with these five basics.

  View all articles

• Calculators

  Historical Inflation

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

  Credit Card Payoff

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

  Lifetime of Earnings

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

  View all calculators

• Videos

  The Cost of Procrastination

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

  Surprise! You’ve Got Money!

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

  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?

  How Cash Apps Work

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

  Once Upon a Goal

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

  View all videos