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.
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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Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Building an Emergency Fund: Your Financial Safety Net
Relying on credit cards in a crisis could be costly. The smarter choice? Start building your personal emergency fund.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
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.’
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
The Benefits of Consolidating Accounts
More than creating convenience, consolidating accounts can help you mitigate taxes, better manage your cash flow and more.
A Big Decision for Small Businesses
It’s critical you identify the right retirement plan for your business.
How Does Equity Compensation Fit Into Your Financial Plan?
It can be tempting to put your equity benefits on autopilot, but factoring them into your long-term financial plan is vital.
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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.
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 Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Saving for College 101
Here's a crash course on saving for college.
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.
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