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.

Have A Question About This Topic?

Thank you! Oops!
The Cost of Procrastination

The Cost of Procrastination

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

Making Sense of HSAs and FSAs

Making Sense of HSAs and FSAs

How HSAs and FSAs might help your household.

How Cash Apps Work

How Cash Apps Work

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

Financially Savvy at Six Figures

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

How to Read Your Credit Report

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

Personal Finance Calendar

Use this handy calendar to remember the year’s most important financial dates.

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

View all articles

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

The Cost of Procrastination

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

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 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