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.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
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How Big is Money?
Learn a little about worldwide currency in this fun infographic
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
Resolutions to Help Build Financial Independence
Pursue financial independence in 2024 with a few simple but empowering resolutions.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Making a Charitable Gift
Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.
What If Your Kids Decide Against College?
Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.
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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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Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
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.
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?
Saving for College 101
Here’s a crash course on saving for college.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
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