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

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?

Featured Presentation

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

The Cost of Procrastination

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

What If Your Kids Decide Against College?

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

Surprise! You’ve Got Money!

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

• Articles

  Year-End Charitable Gifting and You

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

  Countering Counterfeit Currency

  Combating counterfeiting remains core to preserving the integrity of the nation’s money.

  Making a Charitable Gift

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

  Your Emergency Fund: How Much Is Enough?

  Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

  Pay Yourself First

  It sounds simple, but paying yourself first can really pay off.

  Budget Check Up: Tax Time Is the Right Time

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

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• Calculators

  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.

  Historical Inflation

  This calculator shows how inflation over the years has impacted purchasing power.

  View all calculators

• Presentations

  Your Cash Flow Statement

  A presentation about managing money: using it, saving it, and even getting credit.

  View all presentations

• 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.

  Surprise! You’ve Got Money!

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

  The Cost of Procrastination

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

  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.

  View all videos