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.
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?
Have A Question About This Topic?
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Strategies for Managing Student Loan Debt
Five strategies for managing your student debt.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
When Is the Right Time To Refinance Your Mortgage?
Interest rates matter when refinancing your mortgage—but they aren’t the only factor to consider.
A Quick Guide to Business Valuations
Why you might benefit from a business valuation, when to get it, and other common questions.
Building an Emergency Fund: Your Financial Safety Net
Relying on credit cards in a crisis could be costly. The smarter choice? Start building your personal emergency fund.
What to Expect from a Second Opinion Meeting
When you face health issues, you might seek a second opinion to confirm your plan. Why not do the same with your finances?
What If Your Kids Decide Against College?
Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.
View all articles
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.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
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.
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?
View all videos
-
Articles
-
Videos