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.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Perspectives on Liquidity Solutions
By being liquid – having cash or credit on hand when you need it –
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Preparing for the Return of Student Loan Payments
Student loan payments are set to resume in the fall - here's what you can do to get ready.
Give the Gift of Stock
Donating appreciated securities to charity can help both you and your favorite nonprofits – if you do it thoughtfully.
How Much Should You Support Your Kids in College?
We all want what’s best for our kids, but you want them to learn the value of money too.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
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Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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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 Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
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.
Perspectives on Liquidity Solutions
By being liquid – having cash or credit on hand when you need it –
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