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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The Latte Lie and Other Myths

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• Articles

  Building a Solid Financial Foundation

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  Financially Savvy at Six Figures

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

  Should I Accept a Free Credit Lock?

  Learn the ins and outs of credit locks, freezes, and more.

  Managing Money as a Couple

  Keys to preparing to grow wealthy together.

  What to Look for in Personal Finance Apps

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

  Strategies for Managing Student Loan Debt

  Five strategies for managing your student debt.

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• Calculators

  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.

  View all calculators

• Videos

  The Latte Lie and Other Myths

  Check out this video to begin separating fact from fiction.

  View all videos