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.
Saving for College 101
Here’s a crash course on saving for college.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
What To Do When Your Income Reaches 7 Figures
Preserve your high net worth with these foundational tips.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
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.
What Can You Buy With 529 Distributions?
This article can be a helpful guide when begin preparing for education expenses.
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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
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.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
View all presentations
Saving for College 101
Here’s a crash course on saving for college.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
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.
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