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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Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
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?
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?
Helping Out a Family Member
How do you offer money in a way that works for everyone?
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
5 Ways To Sell or Transfer Your Business
Why succession plans are key for preparing to sell or transfer ownership of your business – and five ways you can do so.
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.
When Is the Right Time To Refinance Your Mortgage?
Interest rates matter when refinancing your mortgage—but they aren’t the only factor to consider.
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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.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
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.
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 Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
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