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.
Saving for College 101
Here's a crash course on saving for college.
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How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
What Can You Buy With 529 Distributions?
This article can be a helpful guide when beginning to prepare for education expenses.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
U.S. Personal Savings Rate
What can be learned from the savings rate?
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Spending Intentionally While Maintaining Your Goals
Learn how to tell the difference between purchases that reflect your priorities and those driven by habit or pressure.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
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Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
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.
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The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
Saving for College 101
Here's a crash course on saving for college.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
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