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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Once Upon a Goal

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

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?

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Saving for College 101

Here's a crash course on saving for college.

• Articles

  Financially Savvy at Six Figures

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

  Give the Gift of Stock

  Donating appreciated securities to charity can help both you and your favorite nonprofits – if you do it thoughtfully.

  Weighing the Benefits of Prepaid Debit Cards

  It's important to understand the pros and cons when considering a prepaid debit card.

  How To Build Credit: Busting Common Myths

  When it comes to building credit, conflicting information is everywhere. We bust some of the most common credit myths.

  Choosing a Corporate Structure for Your Business

  How you structure your business can impact taxes, fundraising and what you’re responsible for if things go wrong.

  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?

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• Videos

  The Power of Compound Interest

  Learn how to harness the power of compound interest for your investments.

  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.

  Surprise! You’ve Got Money!

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

  The Cost of Procrastination

  Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

  Once Upon a Goal

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

  View all videos