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 Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Saving for College 101
Here’s a crash course on saving for college.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
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 Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
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.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
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What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
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.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
View all presentations
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
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.
Saving for College 101
Here’s a crash course on saving for college.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
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