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.

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?

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

What Our Kids Can Teach us About Saving Money

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

• Articles

  Budgeting After a Divorce

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

  Password Protection Strategies

  Simple steps may help you foil hackers and protect your privacy.

  Budget Check Up: Tax Time Is the Right Time

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

  Spotting Credit Trouble

  The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

  Weighing the Benefits of Prepaid Debit Cards

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

  Year-End Charitable Gifting and You

  This article may help you maximize the benefits of your donation for your chosen charity.

  View all articles

• Calculators

  Paying Off a Credit Card

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

  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.

  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.

  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.

  Saving for College 101

  Here’s a crash course on saving for college.

  No Cash, No Checks, No Problem

  Peer-to-peer payment apps are one of the newest ways to send money.

  Surprise! You’ve Got Money!

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

  View all videos