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.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
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.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
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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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Saving for College 101
Here’s a crash course on saving for college.
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.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
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?
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