Budgeting
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.
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Learn how to harness the power of compound interest for your investments.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Combating counterfeiting remains core to preserving the integrity of the nation’s money.
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U.S. Personal Savings Rate
What can be learned from the savings rate?
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
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Learn a little about worldwide currency in this fun infographic
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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
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
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
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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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