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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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Give the Gift of Stock

Donating appreciated securities to charity can help both you and your favorite nonprofits – if you do it thoughtfully.

Saving for College 101

Here's a crash course on saving for college.

• Articles

  The Benefits of Consolidating Accounts

  More than creating convenience, consolidating accounts can help you mitigate taxes, better manage your cash flow and more.

  'Til Debt Do Us Part

  When it comes to combining finances, you may have more options than you think. Consider these relationship-saving strategies.

  7 Steps to Take When Tying the Knot

  Marriage comes with lots of financial considerations. Here’s how to start off on the right foot when walking down the aisle.

  5 Ways To Sell or Transfer Your Business

  Why succession plans are key for preparing to sell or transfer ownership of your business – and five ways you can do so.

  What to Expect (Financially) When You’re Expecting

  You may have bought a crib, car seat, diapers… but have you revisited your financial plan?

  The History of Currency

  Currency has been around for a long time. Here's a quick history lesson.

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• Videos

  Once Upon a Goal

  Do you know how to set up your financial goals for success? This knight does.

  The Cost of Procrastination

  Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

  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 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.

  Surprise! You’ve Got Money!

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

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