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.

Have A Question About This Topic?

Thank you! Oops!
Once Upon a Goal

Once Upon a Goal

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

Financially Savvy at Six Figures

Financially Savvy at Six Figures

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

The Cost of Procrastination

The Cost of Procrastination

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

Managing Money as a Couple

Keys to preparing to grow wealthy together.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

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.

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

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.

View all articles

The Cost of Procrastination

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

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?

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.

Once Upon a Goal

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

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

View all videos