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

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?

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.

How Cash Apps Work

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

• Articles

  The Five Basics of Financial Literacy

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

  Don't Delay an Important Discussion

  Talking about money shouldn’t be taboo. Learn about starting financial conversations across the generations in your family.

  Setting Your Family’s Financial Values

  Set your family's financial values; cast a vision for the future. Talk to your parents and kids. Discuss all options.

  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 beginning to prepare for education expenses.

  Navigate Life’s Transitions with Confidence

  Whatever stage of life you are in, learn how to navigate the present—and whatever comes next—with confidence.

  View all articles

• Calculators

  Lifetime of Earnings

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

  Historical Inflation

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

  Credit Card Payoff

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

  View all calculators

• Videos

  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.

  The Cost of Procrastination

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

  Surprise! You’ve Got Money!

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

  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