Money | Tate Hartman, CFP(R), CFA

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 Power of Compound Interest

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

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How Cash Apps Work

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

Financially Savvy at Six Figures

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

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Spotting Credit Trouble

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

Strategies for Managing Student Loan Debt

Five strategies for managing your student debt.

Exploring the Federal Student Grant Program

In this article, explore the benefits of the Federal Student Grant Program.

U.S. Personal Savings Rate

What can be learned from the savings rate?

Glossary of Scam Terms

A helpful glossary of current scams.

Understanding Money Market Funds

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

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Credit Card Payoff

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

Lifetime of Earnings

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

Historical Inflation

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

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