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

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.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

• Articles

  What Can You Buy With 529 Distributions?

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

  Mortgages in Retirement

  Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

  Monthly Memberships

  A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

  Pay Yourself First

  It sounds simple, but paying yourself first can really pay off.

  Building a Solid Financial Foundation

  Sustain financial well-being or create wealth through these actions.

  Resolutions to Help Build Financial Independence

  Pursue financial independence next year with a few simple but empowering resolutions.

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• Calculators

  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.

  View all calculators

• Videos

  Once Upon a Goal

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

  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.

  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.

  Surprise! You’ve Got Money!

  Here’s a quick guide to checking to see if you have unclaimed money.

  View all videos