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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Surprise! You’ve Got Money!

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

The Benefits of Consolidating Accounts

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

Once Upon a Goal

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

Helping Out a Family Member

How do you offer money in a way that works for everyone?

'Til Debt Do Us Part

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

Five Do's and Don'ts of Medical Debt

1 in 5 Americans say they struggle to keep up with their medical expenses – luckily, there may be more options than it seems.

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

5 Strategies for Paying Off Credit Card Debt

U.S. consumer credit card debt recently topped $1 trillion. Here are five tips for getting you back in the black.

Choosing a Corporate Structure for Your Business

How you structure your business can impact taxes, fundraising and what you’re responsible for if things go wrong.

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The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

The Power of Compound Interest

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

Saving for College 101

Here's a crash course on saving for college.

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?

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Articles

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

When Is the Right Time To Refinance Your Mortgage?

Interest rates matter when refinancing your mortgage—but they aren’t the only factor to consider.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

A Survival Guide for Small Business

You took on a pandemic, you dealt with inflation, and now, you’re faced with the challenge of adjusting to our ‘new normal.’

Should You Buy or Lease Your Next Car?

Before choosing your next car, make sure you can answer these questions related to finances, driving frequency and more.

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

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Videos

Surprise! You’ve Got Money!

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

The Cost of Procrastination

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

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

The Power of Compound Interest

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

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?

Once Upon a Goal

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

View all videos