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

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.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Once Upon a Goal

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

• Articles

  The Half Million Dollar Baby

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

  What to Look for in Personal Finance Apps

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

  What Can You Buy With 529 Distributions?

  This article can be a helpful guide when beginning to prepare for education expenses.

  How to Read Your Credit Report

  Solve a mystery while learning how important your credit report is with this story-driven interactive.

  Financially Savvy at Six Figures

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

  Building a Solid Financial Foundation

  Sustain financial well-being or create wealth through these actions.

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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.

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• Videos

  Surprise! You’ve Got Money!

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

  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 Cost of Procrastination

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

  Once Upon a Goal

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

  The Latte Lie and Other Myths

  Check out this video to begin separating fact from fiction.

  View all videos