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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What Is My Current Cash Flow?

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

What To Do When Your Income Reaches 7 Figures

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

What If Your Kids Decide Against College?

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.

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Financially Savvy at Six Figures

Help your clients with these practical steps to make the most of their six-figure income.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

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.

Building a Solid Financial Foundation

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

Personal Finance Calendar

Use this handy calendar to remember the year’s most important financial dates.

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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.

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.

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The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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