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.

Featured Video

Once Upon a Goal

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

How Cash Apps Work

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

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

The Power of Compound Interest

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

• Articles

  Budget Check Up: Tax Time Is the Right Time

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

  What Can You Buy With 529 Distributions?

  This article can be a helpful guide when beginning to prepare for education expenses.

  Financially Savvy at Six Figures

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

  Managing Money as a Couple

  Keys to preparing to grow wealthy together.

  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.

  View all articles

• Calculators

  Historical Inflation

  This calculator shows how inflation over the years has impacted purchasing power.

  What Is My Current Cash Flow?

  Assess whether you are running “in the black” or “in the red” each month.

  Paying Off a Credit Card

  Enter various payment options and determine how long it may take to pay off a credit card.

  View all calculators

• Videos

  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.

  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.

  View all videos