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.
Saving for College 101
Here’s a crash course on saving for college.
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 –
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
*How to Organize Your Financial Life
Keeping your financial documents organized might feel like a chore, but it can be a lifesaver in an emergency.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
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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
*Perspectives on Liquidity Solutions
By being liquid – having cash or credit on hand when you need it –
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
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?
Saving for College 101
Here’s a crash course on saving for college.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.