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.
Saving for College 101
Here's a crash course on saving for college.
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Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
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.’
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 Expect (Financially) When You’re Expecting
You may have bought a crib, car seat, diapers… but have you revisited your financial plan?
The History of Currency
Currency has been around for a long time. Here's a quick history lesson.
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.
7 Steps to Take When Tying the Knot
Marriage comes with lots of financial considerations. Here’s how to start off on the right foot when walking down the aisle.
What If Your Kids Decide Against College?
Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
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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 Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
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 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.
Saving for College 101
Here's a crash course on saving for college.
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