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.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
Making a Charitable Gift
Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Strategies for Managing Student Loan Debt
Five strategies for managing your student debt.
Should I Accept a Free Credit Lock?
Learn the ins and outs of credit locks, freezes, and more.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
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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.
View all presentations
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?
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.
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.