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.

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?

What To Do When Your Income Reaches 7 Figures

Preserve your hIgh net worth with these foundational tips.

Surprise! You’ve Got Money!

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

• Articles

  Personal Finance Calendar

  Use this handy calendar to remember the year’s most important financial dates.

  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.

  Managing Money as a Couple

  Keys to preparing to grow wealthy together.

  The Average American Budget

  Learn about the average American budget in this fun and interactive piece.

  How Big is Money?

  Learn a little about worldwide currency in this fun infographic

  Pay Yourself First

  It sounds simple, but paying yourself first can really pay off.

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• Calculators

  Historical Inflation

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

  What Is My Current Cash Flow?

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

  Paying Off a Credit Card

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

  View all calculators

• 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?

  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.

  The Latte Lie and Other Myths

  Check out this video to begin separating fact from fiction.

  View all videos