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?

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Understanding Money Market Funds

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

Surprise! You’ve Got Money!

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

• Articles

  The History of Currency

  Currency has been around for a long time. Here's a quick history lesson.

  Buying vs. Leasing a Car

  Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

  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.

  What Can You Buy With 529 Distributions?

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

  Managing Money as a Couple

  Keys to preparing to grow wealthy together.

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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.

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• Videos

  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.

  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?

  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.

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