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

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.

Personal Finance Calendar

Use this handy calendar to remember the year’s most important financial dates.

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?

• Articles

  Should I Accept a Free Credit Lock?

  Learn the ins and outs of credit locks, freezes, and more.

  Financially Savvy at Six Figures

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

  Making a Charitable Contribution

  There are benefits and limitations when you decide to donate stock.

  The Five Basics of Financial Literacy

  How literate are you when it comes to your finances? Brush up with these five basics.

  The Big Pause

  This handy interactive explains which essential government services are affected by a shutdown.

  Personal Finance Calendar

  Use this handy calendar to remember the year’s most important financial dates.

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• Calculators

  Historical Inflation

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

  Lifetime of Earnings

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

  Credit Card Payoff

  Find out how long it may take to pay off a credit card balance and what it costs in interest.

  View all calculators

• Videos

  How Cash Apps Work

  Peer-to-peer payment apps are one of the newest ways to send money.

  The Latte Lie and Other Myths

  Check out this video to begin separating fact from fiction.

  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?

  Saving for College 101

  Here's a crash course on saving for college.

  Once Upon a Goal

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

  The Cost of Procrastination

  Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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