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.

Have A Question About This Topic?

Thank you! Oops!
Surprise! You’ve Got Money!

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Glossary of Scam Terms

Glossary of Scam Terms

A helpful glossary of current scams.

Keeping Up with the Joneses

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?

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

Monthly Memberships

A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

Glossary of Scam Terms

A helpful glossary of current scams.

Financially Savvy at Six Figures

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

View all articles

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?

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

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.

The Power of Compound Interest

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

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

View all videos