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.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Saving for College 101
Here’s a crash course on saving for college.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
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.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
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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.
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
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.
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?
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
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