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.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Saving for College 101
Here’s a crash course on saving for college.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
What To Do When Your Income Reaches 7 Figures
Preserve your hIgh net worth with these foundational tips.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
What Can You Buy With 529 Distributions?
This article can be a helpful guide when begin preparing for education expenses.
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
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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.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
View all presentations
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.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Saving for College 101
Here’s a crash course on saving for college.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.