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.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
Saving for College 101
Here's a crash course on saving for college.
Should I Accept a Free Credit Lock?
Learn the ins and outs of credit locks, freezes, and more.
What Can You Buy With 529 Distributions?
This article can be a helpful guide when beginning to prepare for education expenses.
What Will You Do With Your Bonus or Windfall?
This article examines one's options when receiving a work bonus or other financial windfalls.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
Glossary of Scam Terms
A helpful glossary of current scams.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
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Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
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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.
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.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.