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

Saving for College 101

Here’s a crash course on saving for college.

Year-End Charitable Gifting and You

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

The Latte Lie and Other Myths

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

 

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

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.

Should I Accept a Free Credit Lock?

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

Making a Charitable Gift

Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Understanding Money Market Funds

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

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Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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.

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The Cost of Procrastination

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

Surprise! You’ve Got Money!

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

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

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?

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Saving for College 101

Here’s a crash course on saving for college.

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