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.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
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.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Managing Money as a Couple
Keys to preparing to grow wealthy together.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
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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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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.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
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 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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