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.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
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Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.

Should I Accept a Free Credit Lock?
Learn the ins and outs of credit locks, freezes, and more.

Strategies for Managing Student Loan Debt
Five strategies for managing your student debt.
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.
Understanding FDIC Insurance
FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Managing Money as a Couple
Keys to preparing to grow wealthy together.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
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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.
View all videos
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