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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Saving for College 101

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• Articles

  Understanding FDIC Insurance

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

  What Will You Do With Your Bonus or Windfall?

  This article examines one's options when receiving a work bonus or other financial windfalls.

  What to Look for in Personal Finance Apps

  An increasing number have been developed to help individuals with their personal finances.

  Buying vs. Leasing a Car

  Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

  Financially Savvy at Six Figures

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

  What To Do When Your Income Reaches 7 Figures

  Preserve your high net worth with these foundational tips.

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• 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.

  View all calculators

• Videos

  How Cash Apps Work

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

  The Latte Lie and Other Myths

  Check out this video to begin separating fact from fiction.

  The Cost of Procrastination

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

  Saving for College 101

  Here's a crash course on saving for college.

  View all videos