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

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Saving for College 101

Here's a crash course on saving for college.

The History of Currency

Currency has been around for a long time. Here's a quick history lesson.

Surprise! You’ve Got Money!

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

• Articles

  How Does Equity Compensation Fit Into Your Financial Plan?

  It can be tempting to put your equity benefits on autopilot, but factoring them into your long-term financial plan is vital.

  Building an Emergency Fund: Your Financial Safety Net

  Relying on credit cards in a crisis could be costly. The smarter choice? Start building your personal emergency fund.

  How To Build Credit: Busting Common Myths

  When it comes to building credit, conflicting information is everywhere. We bust some of the most common credit myths.

  A Budget You Can Live With

  A realistic budget can be step one in achieving your financial goals – use these tips to efficiently allocate your money.

  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.’

  A Quick Guide to Business Valuations

  Why you might benefit from a business valuation, when to get it, and other common questions.

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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 Latte Lie and Other Myths

  Check out this video to begin separating fact from fiction.

  Saving for College 101

  Here's a crash course on saving for college.

  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 Power of Compound Interest

  Learn how to harness the power of compound interest for your investments.

  Once Upon a Goal

  Do you know how to set up your financial goals for success? This knight does.

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