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.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
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Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Should I Accept a Free Credit Lock?
Learn the ins and outs of credit locks, freezes, and more.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Glossary of Scam Terms
A helpful glossary of current scams.
Making Sense of HSAs and FSAs
How HSAs and FSAs might help your household.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
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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Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
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 Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
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