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.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
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Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
Give the Gift of Stock
Donating appreciated securities to charity can help both you and your favorite nonprofits – if you do it thoughtfully.
4 Myths When Managing Sudden Wealth
Sudden wealth can be a blessing – or a curse, if not managed thoughtfully.
A Survival Guide for Small Business
You took on a pandemic, you dealt with inflation, and now, you’re faced with the challenge of adjusting to our ‘new normal.’
A Financial Checklist for Post-Graduates
If you are just starting out on your first job in your first apartment – or if someone you love is in that position - this simple checklist can help you build a solid financial future.
Helping Out a Family Member
How do you offer money in a way that works for everyone?
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What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
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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Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Perspectives on Liquidity Solutions
By being liquid – having cash or credit on hand when you need it –
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
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.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
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