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 Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
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Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
5 Ways To Sell or Transfer Your Business
Why succession plans are key for preparing to sell or transfer ownership of your business – and five ways you can do so.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
8 Tips for Managing Sudden Wealth
With great wealth comes great responsibility. Here’s how to make smart, confident decisions with newfound money.
What If Your Kids Decide Against College?
Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.
When Is the Right Time To Refinance Your Mortgage?
Interest rates matter when refinancing your mortgage—but they aren’t the only factor to consider.
Strategies for Managing Student Loan Debt
Five strategies for managing your student debt.
You Deserve a Plan for Your Wealth
It’s not just for retirement – discover how everyone can benefit from a plan for their wealth.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
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What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
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Saving for College 101
Here's a crash course on saving for college.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
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?
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.
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