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

Once Upon a Goal

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

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The History of Currency

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

Surprise! You’ve Got Money!

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

• Articles

  U.S. Personal Savings Rate

  What can be learned from the savings rate?

  The Half Million Dollar Baby

  The true cost of raising a child may be far more than you expect.

  What to Look for in Personal Finance Apps

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

  A Young Adult's Guide to Debt

  Not all debt is created equal. From mortgages to credit cards, here’s how to think about some common types of debt.

  Financially Savvy at Six Figures

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

  Equity Compensation: Beyond Benefits

  With the right planning, your equity compensation can be a cornerstone of your financial future.

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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

  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.

  The Cost of Procrastination

  Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

  Saving for College 101

  Here's a crash course on saving for college.

  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.

  View all videos