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.

Saving for College 101

Here's a crash course on saving for college.

Personal Finance Calendar

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

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

  Understanding FDIC Insurance

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

  Making Sense of HSAs and FSAs

  How HSAs and FSAs might help your household.

  The Half Million Dollar Baby

  The true cost of raising a child may be far more than you expect.

  The Average American Budget

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

  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.

  Financially Savvy at Six Figures

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

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• Calculators

  Lifetime of Earnings

  Estimate how much you may earn over your working years based on your current income.

  Historical Inflation

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

  Credit Card Payoff

  Find out how long it may take to pay off a credit card balance and what it costs in interest.

  View all calculators

• Videos

  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.

  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.

  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?

  View all videos