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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Understanding FDIC Insurance

Understanding FDIC Insurance

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Making a Charitable Contribution

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Exploring the Federal Student Grant Program

In this article, explore the benefits of the Federal Student Grant Program.

Personal Finance Calendar

Use this handy calendar to remember the year’s most important financial dates.

Making a Charitable Gift

Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.

Financially Savvy at Six Figures

Help your clients with these practical steps to make the most of their six-figure income.

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

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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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The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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