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.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
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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?
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.
A Comprehensive Guide to Charitable Giving Strategies
From assets and timing to strategies and structures, this guide breaks down the key elements of charitable giving.
Five Do's and Don'ts of Medical Debt
1 in 5 Americans say they struggle to keep up with their medical expenses – luckily, there may be more options than it seems.
How Does Equity Compensation Fit Into Your Financial Plan?
It can be tempting to put your equity benefits on autopilot, but factoring them into your long-term financial plan is vital.
A Budget You Can Live With
A realistic budget can be step one in achieving your financial goals – use these tips to efficiently allocate your money.
Should I Accept a Free Credit Lock?
Learn the ins and outs of credit locks, freezes, and more.
What to Expect from a Second Opinion Meeting
When you face health issues, you might seek a second opinion to confirm your plan. Why not do the same with your finances?
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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 Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
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.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
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