Financial Planning

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 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?

Monthly Memberships

A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

• Articles

  The History of Currency

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

  Year-End Charitable Gifting and You

  This article may help you maximize the benefits of your donation for your chosen charity.

  Budget Check Up: Tax Time Is the Right Time

  Tax preparation may be the perfect time to give the household budget a check-up.

  Life and Death of a Twenty Dollar Bill

  How long does a $20 bill last?

  Making a Charitable Gift

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

  The Half Million Dollar Baby

  The true cost of raising a child may be far more than you expect.

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• Calculators

  Lifetime of Earnings

  Estimate how much you may earn over your working years based on your current income.

  Historical Inflation

  See how the purchasing power of a dollar has changed over time due to inflation.

  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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• Videos

  Once Upon a Goal

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

  Saving for College 101

  Here's a crash course on saving for college.

  The Latte Lie and Other Myths

  Check out this video to begin separating fact from fiction.

  Surprise! You’ve Got Money!

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

  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?

  View all videos