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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Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
What Will You Do With Your Bonus or Windfall?
This article examines one's options when receiving a work bonus or other financial windfalls.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
Strategies for Managing Student Loan Debt
Five strategies for managing your student debt.
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.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
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Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
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.
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How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send 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.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
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 Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
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