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.
Saving for College 101
Here’s a crash course on saving for college.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
What To Do When Your Income Reaches 7 Figures
Preserve your high net worth with these foundational tips.
Strategies for Managing Student Loan Debt
Five strategies for managing your student debt.
What If Your Kids Decide Against College?
Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
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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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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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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.
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?
Saving for College 101
Here’s a crash course on saving for college.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
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