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 Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Surprise! You’ve Got Money!

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

• Articles

  Data Thieves from Outer Space

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

  What To Do When Your Income Reaches 7 Figures

  Preserve your high net worth with these foundational tips.

  Financially Savvy at Six Figures

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

  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.

  Year-End Charitable Gifting and You

  This article may help you maximize the benefits of your donation for your chosen charity.

  Understanding Money Market Funds

  Check out this brief article which explores the role Money Market Funds may play in your portfolio.

  View all articles

• Calculators

  Lifetime of Earnings

  Estimate how much you may earn over your working years based on your current income.

  Credit Card Payoff

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

  Historical Inflation

  See how the purchasing power of a dollar has changed over time due to inflation.

  View all calculators

• 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?

  Saving for College 101

  Here's a crash course on saving for college.

  How Cash Apps Work

  Peer-to-peer payment apps are one of the newest ways to send money.

  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.

  The Latte Lie and Other Myths

  Check out this video to begin separating fact from fiction.

  View all videos