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.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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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?
Tips for Creating a Budget and Sticking to It
Budgeting is the first step to managing your finances. Here are four tips to help you create and stick to a budget.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Five Things to Know About 529 Plans
Wherever your child is on their education journey, there's no better time to start saving for college than right now.
Third Quarter Market Review
The third quarter was full of ups and downs for stocks, much like the second quarter.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
HSAs: Are they just what the doctor ordered?
Are health insurance premiums eating into more of your budget than you’d like?
Waddell & Reed WealthLink: Your financial world in one place
WealthLink is your personal online portal providing a holistic view of your financial life in one secure location.
10 Tips to Master Personal Finance
Life is complicated enough without having to worry about personal finance. Luckily, we're here to help.
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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.
Doubling Your Money
This calculator demonstrates the power of compound interest.
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.
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Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Saving for College 101
Here’s a crash course on saving for college.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
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?
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.