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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Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Year-End Charitable Gifting and You

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

Making a Charitable Gift

Making a Charitable Gift

Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.

Building a Solid Financial Foundation

Sustain financial well-being or create wealth through these actions.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

Strategies for Managing Student Loan Debt

Five strategies for managing your student debt.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Making a Charitable Gift

Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.

Financially Savvy at Six Figures

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

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Historical Inflation

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

Paying Off a Credit Card

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

What Is My Current Cash Flow?

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

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The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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