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

Saving for College 101

Here's a crash course on saving for college.

The Cost of Procrastination

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

5 Ways To Sell or Transfer Your Business

Why succession plans are key for preparing to sell or transfer ownership of your business – and five ways you can do so.

Surprise! You’ve Got Money!

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

• Articles

  The Five Basics of Financial Literacy

  How literate are you when it comes to your finances? Brush up with these five basics.

  Managing Money as a Couple

  Keys to preparing to grow wealthy together.

  A Comprehensive Guide to Charitable Giving Strategies

  From assets and timing to strategies and structures, this guide breaks down the key elements of charitable giving.

  A Quick Guide to Business Valuations

  Why you might benefit from a business valuation, when to get it, and other common questions.

  Debt: Not Necessarily a Four-Letter Word

  Debt can be an important tool to creating the future you want – if you manage it wisely.

  Pay Yourself First

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

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• Calculators

  Credit Card Payoff

  Find out how long it may take to pay off a credit card balance and what it costs in interest.

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• Videos

  Once Upon a Goal

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

  Saving for College 101

  Here's a crash course on saving for college.

  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.

  Surprise! You’ve Got Money!

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

  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?

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