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.

Featured Video

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

• Articles

  Year-End Charitable Gifting and You

  This article may help you maximize the benefits of your donation for your chosen charity.

  Understanding Money Market Funds

  Check out this brief article which explores the role Money Market Funds may play in your portfolio.

  Managing Money as a Couple

  Keys to preparing to grow wealthy together.

  The Five Basics of Financial Literacy

  How literate are you when it comes to your finances? Brush up with these five basics.

  What If Your Kids Decide Against College?

  Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

  The Big Pause

  This handy interactive explains which essential government services are affected by a shutdown.

  View all articles

• Calculators

  Lifetime of Earnings

  Estimate how much you may earn over your working years based on your current income.

  Historical Inflation

  See how the purchasing power of a dollar has changed over time due to inflation.

  Credit Card Payoff

  Find out how long it may take to pay off a credit card balance and what it costs in interest.

  View all calculators

• Videos

  Once Upon a Goal

  Do you know how to set up your financial goals for success? This knight does.

  How Cash Apps Work

  Peer-to-peer payment apps are one of the newest ways to send money.

  Saving for College 101

  Here's a crash course on saving for college.

  The Latte Lie and Other Myths

  Check out this video to begin separating fact from fiction.

  Surprise! You’ve Got Money!

  Here’s a quick guide to checking to see if you have unclaimed 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?

  View all videos