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 Cost of Procrastination

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

Featured Presentation

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

Saving for College 101

Here’s a crash course on saving for college.

• Articles

  Year-End Charitable Gifting and You

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

  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.

  A Penny Saved is Two Pennies Earned

  Here are some simple and inexpensive energy-saving tips that may help you save money.

  Financially Savvy at Six Figures

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

  The Average American Budget

  Learn about the average American budget in this fun and interactive piece.

  View all articles

• Calculators

  Historical Inflation

  This calculator shows how inflation over the years has impacted purchasing power.

  View all calculators

• Presentations

  Your Cash Flow Statement

  A presentation about managing money: using it, saving it, and even getting credit.

  View all presentations

• 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.

  Saving for College 101

  Here’s a crash course on saving for college.

  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.

  Once Upon a Goal

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

  Surprise! You’ve Got Money!

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

  View all videos