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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Surprise! You’ve Got Money!

Surprise! You’ve Got Money!

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

Mortgages in Retirement

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The Cost of Procrastination

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

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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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Keeping Up with the Joneses

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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 Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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Surprise! You’ve Got Money!

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

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