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.

Featured Presentation

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

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?

• Articles

  Your Emergency Fund: How Much Is Enough?

  Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

  The Five Basics of Financial Literacy

  How literate are you when it comes to your finances? Brush up with these five basics.

  Managing Money as a Couple

  Keys to preparing to grow wealthy together.

  What Can You Buy With 529 Distributions?

  This article can be a helpful guide when begin preparing for education expenses.

  Building a Solid Financial Foundation

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

  Year-End Charitable Gifting and You

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

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• Calculators

  Paying Off a Credit Card

  Enter various payment options and determine how long it may take to pay off a credit card.

  Historical Inflation

  This calculator shows how inflation over the years has impacted purchasing power.

  What Is My Current Cash Flow?

  Assess whether you are running “in the black” or “in the red” each month.

  View all calculators

• Presentations

  Your Cash Flow Statement

  A presentation about managing money: using it, saving it, and even getting credit.

  View all presentations

• Videos

  The Cost of Procrastination

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

  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.

  The Power of Compound Interest

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

  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.

  View all videos