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.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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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 Average American Budget
Learn about the average American budget in this fun and interactive piece.
Saving for College 101
Here’s a crash course on saving for college.
What Can You Buy With 529 Distributions?
This article can be a helpful guide when begin preparing for education expenses.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
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What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
View all presentations
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.
Saving for College 101
Here’s a crash course on saving for college.
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.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
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