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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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?

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Wealth and the Single Parent

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

Surprise! You’ve Got Money!

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

• Articles

  What to Expect (Financially) When You’re Expecting

  You may have bought a crib, car seat, diapers… but have you revisited your financial plan?

  Is College Right for You?

  For some, going from high school graduation to college makes a lot of sense. It might not be the best path for everyone.

  Cyber Self-Defense: How To Avoid These Common Scams

  We’re all spending more time online nowadays - but so are cyber criminals. Learn to protect yourself from some common scams.

  The Benefits of Consolidating Accounts

  More than creating convenience, consolidating accounts can help you mitigate taxes, better manage your cash flow and more.

  Donor-Advised Funds: A Smarter Way To Give

  Here’s how you can support the causes you care about while strengthening your own tax and estate plans.

  How Much Should You Support Your Kids in College?

  We all want what’s best for our kids, but you want them to learn the value of money too.

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• Videos

  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?

  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 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.

  Saving for College 101

  Here's a crash course on saving for college.

  Once Upon a Goal

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

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