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.

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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.

U.S. Personal Savings Rate

What can be learned from the savings rate?

The Cost of Procrastination

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

• Articles

  Personal Finance Calendar

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

  7 Steps to Take When Tying the Knot

  Marriage comes with lots of financial considerations. Here’s how to start off on the right foot when walking down the aisle.

  What to Expect from a Second Opinion Meeting

  When you face health issues, you might seek a second opinion to confirm your plan. Why not do the same with your finances?

  Teaching Kids to Be Fiscally Fit

  At every stage of your family’s lifetime, there are money lessons to be learned

  Financially Savvy at Six Figures

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

  A Comprehensive Guide to Charitable Giving Strategies

  From assets and timing to strategies and structures, this guide breaks down the key elements of charitable giving.

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• Calculators

  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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• 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.

  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 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.

  Surprise! You’ve Got Money!

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

  Saving for College 101

  Here's a crash course on saving for college.

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