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.

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Student Loan Protection

Learn why protecting your student loan payments is an important aspect of your income protection strategy.

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?

Hindsight 2020: 6 Ways We Learned to Save

During the COVID-19 pandemic, millions of people have learned to do more with less. Whether you’ve had to bounce back from job loss or spent weeks bouncing off the walls in quarantine, the pandemic experience included valuable lessons about saving money — and better using our savings to protect ourselves and our loved ones. As we approach a post-pandemic reality, these lessons can continue to have a positive impact on our lives and finances.

Saving for College 101

Here’s a crash course on saving for college.

• Articles

  Toddlers to Teens: The Lesson of Money

  Money is a central part of everyday life as an adult. We spend time most days earning it, we need it for survival, and we want it for fun and entertainment.

  Financial Hacks for Millennials: Are Credit Cards A Necessar

  Having an additional payment option in your wallet comes with advantages. Say you’re strapped for cash but your preteen needs a new bike, you can simply....

  Are You and Your Partner Trapped by the Money Taboo?

  Were you raised with the money taboo? Many people are taught from a young age not to speak openly and honestly about money, even with their loved ones. This might not seem like a big deal, but the money taboo has real consequences.

  Your Paycheck and You: A Love Story

  Are you showing your paycheck the love it deserves?

  Commitment and Money Conversations

  Talking about money isn’t as scary as it seems.

  Is Your Financial House Haunted?

  There is nothing to fear but fear itself, especially when it comes to personal finances.

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• Calculators

  Historical Inflation

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

  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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• Videos

  Saving for College 101

  Here’s a crash course on saving for college.

  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 Power of Compound Interest

  Learn how to harness the power of compound interest for your investments.

  Student Loan Protection

  Learn why protecting your student loan payments is an important aspect of your income protection strategy.

  View all videos