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

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.

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

Surprise! You’ve Got Money!

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

• Articles

  The History of Currency

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

  How Big is Money?

  Learn a little about worldwide currency in this fun infographic

  Buying vs. Leasing a Car

  Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

  A Penny Saved is Two Pennies Earned

  Here are some simple and inexpensive energy-saving tips that may help you save money.

  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

  Credit Card Payoff

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

  Lifetime of Earnings

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

  Historical Inflation

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

  View all calculators

• Videos

  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.

  How Cash Apps Work

  Peer-to-peer payment apps are one of the newest ways to send money.

  The Latte Lie and Other Myths

  Check out this video to begin separating fact from fiction.

  The Power of Compound Interest

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

  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?

  View all videos