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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Saving for College 101

Saving for College 101

Here's a crash course on saving for college.

Understanding Money Market Funds

Understanding Money Market Funds

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

Once Upon a Goal

Once Upon a Goal

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

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

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Learn a little about worldwide currency in this fun infographic

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

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This handy interactive explains which essential government services are affected by a shutdown.

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Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

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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?

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.

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

Surprise! You’ve Got Money!

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

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