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.

How Cash Apps Work

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

Have A Question About This Topic?

The Power of Compound Interest

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

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Should I Accept a Free Credit Lock?

Learn the ins and outs of credit locks, freezes, and more.

What Will You Do With Your Bonus or Windfall?

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

Exploring the Federal Student Grant Program

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

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

The Big Pause

This handy interactive explains which essential government services are affected by a shutdown.

Saving Early & Letting Time Work for You

See how starting early—not saving more—can be the most powerful move you make for your long-term future.

View all articles

Historical Inflation

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

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.

View all calculators