Money | Kim Vo

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.

Surprise! You’ve Got Money!

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

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Saving for College 101

Here's a crash course on saving for college.

Building a Solid Financial Foundation

Sustain financial well-being or create wealth through these actions.

The Power of Compound Interest

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

The Many Ways to Measure Inflation

Different inflation indexes may tell different stories. Here's what that could mean for you.

The History of Currency

Currency has been around for a long time. Here's a quick history lesson.

How to Read Your Credit Report

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

Glossary of Scam Terms

A helpful glossary of current scams.

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.

The Half Million Dollar Baby

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

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The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Saving for College 101

Here's a crash course on saving for college.

The Power of Compound Interest

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

The Cost of Procrastination

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

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.

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Articles

Financially Savvy at Six Figures

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

Your Emergency Fund: How Much Is Enough?

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

How to Read Your Credit Report

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

Understanding Money Market Funds

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

Making a Charitable Gift

Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.

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Videos

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Surprise! You’ve Got Money!

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

How Cash Apps Work

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

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.

View all videos