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.

Featured Presentation

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Surprise! You’ve Got Money!

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

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

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

  Building a Solid Financial Foundation

  Sustain financial well-being or create wealth through these actions.

  The History of Currency

  Currency has been around for a long time. Here’s a quick history lesson.

  The Five Basics of Financial Literacy

  How literate are you when it comes to your finances? Brush up with these five basics.

  Your Emergency Fund: How Much Is Enough?

  Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

  What Can You Buy With 529 Distributions?

  This article can be a helpful guide when begin preparing for education expenses.

  The Half Million Dollar Baby

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

  View all articles

• Calculators

  Historical Inflation

  This calculator shows how inflation over the years has impacted purchasing power.

  Paying Off a Credit Card

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

  What Is My Current Cash Flow?

  Assess whether you are running “in the black” or “in the red” each month.

  View all calculators

• Presentations

  Your Cash Flow Statement

  A presentation about managing money: using it, saving it, and even getting credit.

  View all presentations

• Videos

  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.

  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?

  Once Upon a Goal

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

  Saving for College 101

  Here’s a crash course on saving for college.

  The Latte Lie and Other Myths

  Check out this video to begin separating fact from fiction.

  View all videos