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

Here’s a crash course on saving for college.

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?

Money Doesn’t Grow on Trees: Teaching Your Tweens the Value

Now’s a great opportunity to help kids learn about the value of money. Not just that it’s useful or necessary—but how we get it and how to maximize its value.

Student Loan Protection

Learn why protecting your student loan payments is an important aspect of your income protection strategy.

• Articles

  Financial Hacks for Millennials: It is Prime Time to Save

  While research shows you are saving and earning more than your parents, (woohoo!), are you preparing for the future you want? How can you ensure you are on track to make the most out of these important decades?

  Financial Hacks for Millennials: The Great Wealth Transfer

  Have you heard of the Great Wealth Transfer? If you’re a millennial, it will likely be of particular interest to you, as it may involve an inheritance coming your way. But do you know how you would handle a large influx of money? How millennials manage their wealth in the coming years will play a large role In achieving financial confidence.

  5 Key Financial Steps for Women Business Owners of Color

  Women of color have collectively taken an important seat at the table of business ownership. While the number of women-owned businesses in the U.S. grew by 58% from 2007 to 2018, those owned by women of color grew by almost three times that amount (163%) in the same time period.

  Building a Solid Financial Foundation

  Sustain financial well-being or create wealth through these actions.

  Money Doesn’t Grow on Trees: Teaching Your Tweens the Value

  Now’s a great opportunity to help kids learn about the value of money. Not just that it’s useful or necessary—but how we get it and how to maximize its value.

  The 12 Steps to Living Confidently: Smart Debt Decisions

  Here’s how you can distinguish the difference between healthy and unhealthy debt, and prevent debt from leading stress.

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• Calculators

  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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• Videos

  Once Upon a Goal

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

  The Cost of Procrastination

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

  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?

  Student Loan Protection

  Learn why protecting your student loan payments is an important aspect of your income protection strategy.

  The Power of Compound Interest

  Learn how to harness the power of compound interest for your investments.

  Saving for College 101

  Here’s a crash course on saving for college.

  View all videos