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

Saving for College 101

Here’s a crash course on saving for college.

Featured Presentation

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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?

Building Your Emergency Fund

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

Once Upon a Goal

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

• Articles

  Making a Charitable Contribution

  There are benefits and limitations when you decide to donate stock.

  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.

  A Budget You Can Live With

  A realistic budget can be step one in achieving your financial goals – use these tips to efficiently allocate your money.

  Seeing the Big Picture

  To meet your financial goals requires keeping all your assets and accounts coordinated. New tools make it easier for you to keep your eye on the big picture.

  Buying or Leasing in 2022: What You Need to Know

  The factors affecting the decision to buy or lease your next car have become much more complicated.

  Wealth and the Single Parent

  Making smart financial choices while raising kids on your own can require additional planning and discipline.

  View all articles

• Calculators

  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.

  View all calculators

• Presentations

  Your Cash Flow Statement

  A presentation about managing money: using it, saving it, and even getting credit.

  View all presentations

• Videos

  Perspectives on Liquidity Solutions

  By being liquid – having cash or credit on hand when you need it –

  The Power of Compound Interest

  Learn how to harness the power of compound interest for your investments.

  The Cost of Procrastination

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

  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.

  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?

  View all videos