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 Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save 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?
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
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.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
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What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
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.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
View all presentations
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
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.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
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