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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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.

Debt: Not Necessarily a Four-Letter Word

Debt can be an important tool to creating the future you want – if you manage it wisely.

Saving for College 101

Here's a crash course on saving for college.

• Articles

  Financially Savvy at Six Figures

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

  How Does Equity Compensation Fit Into Your Financial Plan?

  It can be tempting to put your equity benefits on autopilot, but factoring them into your long-term financial plan is vital.

  'Til Debt Do Us Part

  When it comes to combining finances, you may have more options than you think. Consider these relationship-saving strategies.

  Buying or Selling a House in a Seller's Market

  With house prices soaring, these tips can help you get the home you want without sacrificing your future.

  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.

  Building an Emergency Fund: Your Financial Safety Net

  Relying on credit cards in a crisis could be costly. The smarter choice? Start building your personal emergency fund.

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• Videos

  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?

  Surprise! You’ve Got Money!

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

  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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