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.
Saving for College 101
Here’s a crash course on saving for college.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
Understanding FDIC Insurance
FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
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What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
View all presentations
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.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
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?