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.

Featured Video

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Financially Savvy at Six Figures

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

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

• Articles

  Facilitate Family Financial Conversations Across Generations

  Start a discussion with your adult kids about generational family finances. Share your retirement and financial goals.

  Your Emergency Fund: How Much Is Enough?

  Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

  Year-End Planning & Wealth-Building Strategies

  Explore the year-end financial moves that can help you protect assets, reduce taxes, and grow wealth in the new year.

  Money Myth: You Can’t Bounce Back from Retirement Setbacks

  Learn how to plan for inflation, make up for lost time and adjust retirement savings goals as you approach the next chapter.

  Budget Check Up: Tax Time Is the Right Time

  Tax preparation may be the perfect time to give the household budget a check-up.

  Building a Solid Financial Foundation

  Sustain financial well-being or create wealth through these actions.

  View all articles

• Calculators

  Historical Inflation

  See how the purchasing power of a dollar has changed over time due to inflation.

  Credit Card Payoff

  Find out how long it may take to pay off a credit card balance and what it costs in interest.

  Lifetime of Earnings

  Estimate how much you may earn over your working years based on your current income.

  View all calculators

• Videos

  Saving for College 101

  Here's a crash course on saving for college.

  How Cash Apps Work

  Peer-to-peer payment apps are one of the newest ways to send money.

  The Cost of Procrastination

  Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

  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.

  Surprise! You’ve Got Money!

  Here’s a quick guide to checking to see if you have unclaimed money.

  View all videos