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
Check out this video to begin separating fact from fiction.
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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 To Do When Your Income Reaches 7 Figures
Preserve your high net worth with these foundational tips.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
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.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Managing Money as a Couple
Keys to preparing to grow wealthy together.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
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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 Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
View all videos
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