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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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.

Buying or Selling a House in a Seller's Market

With house prices soaring, these tips can help you get the home you want without sacrificing your future.

Surprise! You’ve Got Money!

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

• Articles

  What to Expect from a Second Opinion Meeting

  When you face health issues, you might seek a second opinion to confirm your plan. Why not do the same with your finances?

  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

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

  Donor-Advised Funds: A Smarter Way To Give

  Here’s how you can support the causes you care about while strengthening your own tax and estate plans.

  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.

  'Til Debt Do Us Part

  When it comes to combining finances, you may have more options than you think. Consider these relationship-saving strategies.

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• Calculators

  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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• Videos

  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?

  The Latte Lie and Other Myths

  Check out this video to begin separating fact from fiction.

  Saving for College 101

  Here's a crash course on saving for college.

  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.

  View all videos