Money | Lonnie Friedman

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.

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?

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Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

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.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Managing Money as a Couple

Keys to preparing to grow wealthy together.

Financially Savvy at Six Figures

Help your clients with these practical steps to make the most of their six-figure income.

A Penny Saved is Two Pennies Earned

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

Glossary of Scam Terms

A helpful glossary of current scams.

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

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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?

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.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

How Cash Apps Work

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

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Articles

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

How to Read Your Credit Report

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

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

What Will You Do With Your Bonus or Windfall?

This article examines one's options when receiving a work bonus or other financial windfalls.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

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Videos

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

How Cash Apps Work

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

Saving for College 101

Here's a crash course on saving for college.

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.

View all videos