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.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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?
Understanding FDIC Insurance
FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Understanding FDIC Insurance
FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
What To Do When Your Income Reaches 7 Figures
Preserve your high net worth with these foundational tips.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
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Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
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.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
View all presentations
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 Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
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.