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

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.

U.S. Personal Savings Rate

What can be learned from the savings rate?

The Power of Compound Interest

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

• Articles

  Understanding FDIC Insurance

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

  Setting Your Family’s Financial Values

  Set your family's financial values; cast a vision for the future. Talk to your parents and kids. Discuss all options.

  What to Look for in Personal Finance Apps

  An increasing number have been developed to help individuals with their personal finances.

  The Lowdown on Those Free Credit Scores

  What’s the deal with your yearly free credit report?

  The Half Million Dollar Baby

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

  Financially Savvy at Six Figures

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

  View all articles

• Calculators

  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.

  Paying Off a Credit Card

  Enter various payment options and determine how long it may take to pay off a credit card.

  View all calculators

• Videos

  Saving for College 101

  Here's a crash course on saving for college.

  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.

  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