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

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

How Cash Apps Work

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

Your Emergency Fund: How Much Is Enough?

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

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

  Retirement Savings Goals: How to Help Make Up for Lost Time

  Discover practical tips and strategies for setting and refining your retirement savings goals as you near retirement.

  Are You in the “Sandwich Generation?"

  Are you part of the "sandwich generation" that's raising your kids and caring for your parents? These insights are for you.

  Year-End Financial Moves to Maximize Your Momentum

  Use these year-end financial strategies to help reduce taxes, protect assets, and move into the new year with momentum.

  Personal Finance Calendar

  Use this handy calendar to remember the year’s most important financial dates.

  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.

  Understanding Money Market Funds

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

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• Calculators

  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.

  Historical Inflation

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

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• Videos

  Surprise! You’ve Got Money!

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

  How Cash Apps Work

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

  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.

  Once Upon a Goal

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

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