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.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
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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.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
Understanding FDIC Insurance
FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
Should I Accept a Free Credit Lock?
Learn the ins and outs of credit locks, freezes, and more.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
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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.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
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The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
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