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.

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Financially Savvy at Six Figures

Financially Savvy at Six Figures

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

Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Strategies for Managing Student Loan Debt

Strategies for Managing Student Loan Debt

Five strategies for managing your student debt.

Financially Savvy at Six Figures

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

Understanding FDIC Insurance

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

Pay Yourself First

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

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

Personal Finance Calendar

Use this handy calendar to remember the year’s most important financial dates.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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