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.
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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?
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.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Four Ways To Use Leftover 529 Money
What to do with a 529 education savings plan when there’s no college left to spend it on.
How to Buy a House in Eight Steps: A Guide
This guide prepares you for buying, whether "someday" is coming up soon or still a couple years down the road.
A Quick Guide to Business Valuations
Why you might benefit from a business valuation, when to get it, and other common questions.
'Til Debt Do Us Part
When it comes to combining finances, you may have more options than you think. Consider these relationship-saving strategies.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Give the Gift of Stock
Donating appreciated securities to charity can help both you and your favorite nonprofits – if you do it thoughtfully.
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Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
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The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
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.
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.
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