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.
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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Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Is College Right for You?
For some, going from high school graduation to college makes a lot of sense. It might not be the best path for everyone.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
A Budget You Can Live With
A realistic budget can be step one in achieving your financial goals – use these tips to efficiently allocate your money.
A Comprehensive Guide to Charitable Giving Strategies
From assets and timing to strategies and structures, this guide breaks down the key elements of charitable giving.
Give the Gift of Stock
Donating appreciated securities to charity can help both you and your favorite nonprofits – if you do it thoughtfully.
The History of Currency
Currency has been around for a long time. Here's a quick history lesson.
When Is the Right Time To Refinance Your Mortgage?
Interest rates matter when refinancing your mortgage—but they aren’t the only factor to consider.
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Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
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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.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
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.
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