Money | OMNI Investment Services

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.

The Power of Compound Interest

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

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Surprise! You’ve Got Money!

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

The History of Currency

Currency has been around for a long time. Here's a quick history lesson.

Saving for College 101

Here's a crash course on saving for college.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Strategies for Managing Student Loan Debt

Five strategies for managing your student debt.

What to Look for in Personal Finance Apps

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

Year-End Charitable Gifting and You

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

The Big Pause

This handy interactive explains which essential government services are affected by a shutdown.

Managing Money as a Couple

Keys to preparing to grow wealthy together.

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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?

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 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.

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Articles

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

Glossary of Scam Terms

A helpful glossary of current scams.

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

Saving Early & Letting Time Work for You

See how starting early—not saving more—can be the most powerful move you make for your long-term future.

The Half Million Dollar Baby

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

Managing Money as a Couple

Keys to preparing to grow wealthy together.

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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.

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.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Once Upon a Goal

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

View all videos