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.

Have A Question About This Topic?

Thank you! Oops!
Once Upon a Goal

Once Upon a Goal

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

How to Buy a House in Eight Steps: A Guide

How to Buy a House in Eight Steps: A Guide

This guide prepares you for buying, whether "someday" is coming up soon or still a couple years down the road.

The Cost of Procrastination

The Cost of Procrastination

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

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

Cyber Self-Defense: How To Avoid These Common Scams

We’re all spending more time online nowadays - but so are cyber criminals. Learn to protect yourself from some common scams.

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

Financially Savvy at Six Figures

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

A Big Decision for Small Businesses

It’s critical you identify the right retirement plan for your business.

Four Ways To Use Leftover 529 Money

What to do with a 529 education savings plan when there’s no college left to spend it on.

View all articles

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 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.

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 Power of Compound Interest

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

View all videos