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 Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
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Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
8 Tips for Managing Sudden Wealth
With great wealth comes great responsibility. Here’s how to make smart, confident decisions with newfound money.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Give the Gift of Stock
Donating appreciated securities to charity can help both you and your favorite nonprofits – if you do it thoughtfully.
Building an Emergency Fund: Your Financial Safety Net
Relying on credit cards in a crisis could be costly. The smarter choice? Start building your personal emergency fund.
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.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
How to Buy a House in Eight Steps: A Guide
This guide prepares you for buying, whether "someday" is coming up soon or still a couple years down the road.
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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.
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 Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
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.
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