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.

Featured Video

Surprise! You’ve Got Money!

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

Featured Presentation

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

The Power of Compound Interest

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

Pay Yourself First

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

Once Upon a Goal

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

• Articles

  Buying vs. Leasing a Car

  Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

  Budget Check Up: Tax Time Is the Right Time

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

  Budgeting After a Divorce

  Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

  The Five Basics of Financial Literacy

  How literate are you when it comes to your finances? Brush up with these five basics.

  Your Emergency Fund: How Much Is Enough?

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

  Mortgages in Retirement

  Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

  View all articles

• Calculators

  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.

  Doubling Your Money

  This calculator demonstrates the power of compound interest.

  Paying Off a Credit Card

  Enter various payment options and determine how long it may take to pay off a credit card.

  View all calculators

• Presentations

  Your Cash Flow Statement

  A presentation about managing money: using it, saving it, and even getting credit.

  View all presentations

• Videos

  What Our Kids Can Teach us About Saving Money

  Would you guess that Millennials are effectively saving for retirement? Well, they are.

  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.

  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.

  The Power of Compound Interest

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

  View all videos