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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Personal Finance Calendar

Personal Finance Calendar

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

What To Do When Your Income Reaches 7 Figures

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

Mortgages in Retirement

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.

Strategies for Managing Student Loan Debt

Five strategies for managing your student debt.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

Pay Yourself First

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

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

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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.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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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