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.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Not Your Parents’ Finances
From paychecks to housing costs, millennials today are confronting very different financial challenges, opportunities and...
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
The Twelve Steps to Living Confidently: Budgeting
One of the most important steps to become financially sufficient is to set up a realistic budget.
6 Tips on Ways to Spend Your Money for Happiness
Can money buy happiness? Discover spending habits that can increase your satisfaction today and throughout your retirement.
When Couples Know TV Over Finances
Bonding with your significant other over TV plots is fun but when you know more about them than your money picture.....
The 12 Steps to Living Confidently: Savings and Cash Flow
Why is Cash Flow so important to understand?
Business Boosters: Holding on to Talent
No matter what business you’re in, once you start hiring employees, you get into the people business.
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Doubling Your Money
This calculator demonstrates the power of compound interest.
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.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
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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.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Saving for College 101
Here’s a crash course on saving for college.
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 Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.