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

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 Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Financially Savvy at Six Figures

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

Once Upon a Goal

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

• Articles

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  When it comes to combining finances, you may have more options than you think. Consider these relationship-saving strategies.

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  With great wealth comes great responsibility. Here’s how to make smart, confident decisions with newfound money.

  Building a Solid Financial Foundation

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

  A Budget You Can Live With

  A realistic budget can be step one in achieving your financial goals – use these tips to efficiently allocate your money.

  Data Thieves from Outer Space

  Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

  Wealth Management Is a Family Affair

  5 Strategies on how to talk with your family about wealth and your legacy.

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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

  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 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.

  Once Upon a Goal

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

  View all videos