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.

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Student Loan Protection

Learn why protecting your student loan payments is an important aspect of your income protection strategy.

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 12 Steps to Living Confidently: Smart Debt Decisions

Here’s how you can distinguish the difference between healthy and unhealthy debt, and prevent debt from leading stress.

Saving for College 101

Here’s a crash course on saving for college.

• Articles

  Financial Hacks for Millennials: The Great Wealth Transfer

  Have you heard of the Great Wealth Transfer? If you’re a millennial, it will likely be of particular interest to you, as it may involve an inheritance coming your way. But do you know how you would handle a large influx of money? How millennials manage their wealth in the coming years will play a large role In achieving financial confidence.

  First Things First

  These four essential steps can help to increase your financial confidence for the year ahead.

  Commitment and Money Conversations

  Talking about money isn’t as scary as it seems.

  Organizing Your Finances

  Spark joy and become more confident by giving your finances the home organization treatment.

  Thanks, Mom!

  When it comes to managing your personal finances, there’s plenty of complex advice out there. But often, simpler is better.

  How to Make Smart Debt Decisions

  Making smarter decisions about debt can help you reduce stress.

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• Calculators

  Historical Inflation

  This calculator shows how inflation over the years has impacted purchasing power.

  What Is My Current Cash Flow?

  Assess whether you are running “in the black” or “in the red” each month.

  Paying Off a Credit Card

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

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• Videos

  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 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.

  Student Loan Protection

  Learn why protecting your student loan payments is an important aspect of your income protection strategy.

  The Cost of Procrastination

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

  View all videos