Money | Jonathan F. Smith, AIF®

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.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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Once Upon a Goal

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

Glossary of Scam Terms

A helpful glossary of current scams.

How Cash Apps Work

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

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.

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

Managing Money as a Couple

Keys to preparing to grow wealthy together.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

Strategies for Managing Student Loan Debt

Five strategies for managing your student debt.

Glossary of Scam Terms

A helpful glossary of current scams.

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Lifetime of Earnings

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

Credit Card Payoff

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

Historical Inflation

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

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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?

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.