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 Latte Lie and Other Myths
Do you know these three personal finance sayings?
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Have A Question About This Topic?
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
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.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
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 History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
View all articles
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Doubling Your Money
This calculator demonstrates the power of compound interest.
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.
View all calculators
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
View all presentations
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?
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Saving for College 101
Here’s a crash course on saving for college.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
View all videos
-
Articles
-
Calculators
-
Presentations
-
Videos