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.
Saving for College 101
Here’s a crash course on saving for college.
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Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Facilitate Family Financial Conversations Across Generations
Start a discussion with your adult kids about generational family finances. Share your retirement and financial goals.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Are You in the “Sandwich Generation?"
Are you part of the "sandwich generation" that's raising your kids and caring for your parents? These insights are for you.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
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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.
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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?
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.
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.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
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