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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Mortgages in Retirement

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

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

Exploring the Federal Student Grant Program

Exploring the Federal Student Grant Program

In this article, explore the benefits of the Federal Student Grant Program.

What to Look for in Personal Finance Apps

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

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Keys to preparing to grow wealthy together.

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Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.

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

Financially Savvy at Six Figures

Help your clients with these practical steps to make the most of their six-figure income.

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

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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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The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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