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.

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Once Upon a Goal

Once Upon a Goal

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

The Average American Budget

The Average American Budget

Learn about the average American budget in this fun and interactive piece.

Keeping Up with the Joneses

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?

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

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

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

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Preserve your high net worth with these foundational tips.

Making a Charitable Gift

Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

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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.

Paying Off a Credit Card

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

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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.

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?

Saving for College 101

Here’s a crash course on saving for college.

Once Upon a Goal

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

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