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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Making a Charitable Contribution

Making a Charitable Contribution

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

Financially Savvy at Six Figures

Financially Savvy at Six Figures

Help your clients with these practical steps to make the most of their six-figure income.

Building a Solid Financial Foundation

Building a Solid Financial Foundation

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

Financially Savvy at Six Figures

Help your clients with these practical steps to make the most of their six-figure income.

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Understanding FDIC Insurance

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

Personal Finance Calendar

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

What If Your Kids Decide Against College?

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

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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.

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The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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