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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Surprise! You’ve Got Money!

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

Saving for College 101

Here's a crash course on saving for college.

A Survival Guide for Small Business

You took on a pandemic, you dealt with inflation, and now, you’re faced with the challenge of adjusting to our ‘new normal.’

Once Upon a Goal

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

• Articles

  U.S. Personal Savings Rate

  What can be learned from the savings rate?

  Give the Gift of Stock

  Donating appreciated securities to charity can help both you and your favorite nonprofits – if you do it thoughtfully.

  Five Do's and Don'ts of Medical Debt

  1 in 5 Americans say they struggle to keep up with their medical expenses – luckily, there may be more options than it seems.

  Cyber Self-Defense: How To Avoid These Common Scams

  We’re all spending more time online nowadays - but so are cyber criminals. Learn to protect yourself from some common scams.

  Should You Buy or Lease Your Next Car?

  Before choosing your next car, make sure you can answer these questions related to finances, driving frequency and more.

  Wealth Management Is a Family Affair

  5 Strategies on how to talk with your family about wealth and your legacy.

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• Calculators

  Credit Card Payoff

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

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• Videos

  Saving for College 101

  Here's a crash course on saving for college.

  The Power of Compound Interest

  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.

  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.

  View all videos