Money | Legacy Wealth Strategies

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.

Saving for College 101

Here's a crash course on saving for college.

Have A Question About This Topic?

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?

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Once Upon a Goal

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

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

6 money moves to make when growing your family

Having kids is expensive. Here are 6 steps you can take to plan for your family’s financial future now

Is financial stress undermining your well-being?

If you’re feeling anxious and emotionally overwhelmed, financial stress could be impacting your wellness

3 essential steps to recover from identity theft

Here’s what to do if you fall victim to identity theft and tips for making it harder for fraudsters to steal your good name

How to manage debt

8 ways to help manage debt wisely to avoid overextending yourself.

7 tips to help you make a budget you’ll follow

Effective budgeting will empower you to make responsible financial decisions without sacrificing your emotional well-being

View all articles

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.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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.

View all videos

Articles

Financial empowerment tips for women

Tips to help women become more confident in financial decision-making and set themselves up for a healthy financial future.

Up your game with long-term financial goals

Setting goals, protecting your earning power, and saving can get you thinking and acting with the long-term in mind.

How to help manage student debt efficiently

Student debt can take a toll on your wallet and your well-being. Here are tips to pay if off faster.

5 tips to ease financial stress

Financial stress is not limited to those living below the poverty line. It's a real issue for many.

5 ways to save money for your child’s education

Every parent wants to give their kids the best start in life. These 5 savings tips can help make a difference

6 money moves to make when growing your family

Having kids is expensive. Here are 6 steps you can take to plan for your family’s financial future now

View all articles
Videos

Once Upon a Goal

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

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 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.

The Cost of Procrastination

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

View all videos