Money | Sound Partners

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 Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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How Cash Apps Work

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

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

Saving for College 101

Here's a crash course on saving for college.

Year-End Charitable Gifting and You

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

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

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.

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

Budget Check Up: Tax Time Is the Right Time

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

Glossary of Scam Terms

A helpful glossary of current scams.

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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.

Historical Inflation

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

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Saving for College 101

Here's a crash course on saving for college.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

The Cost of Procrastination

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

How Cash Apps Work

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

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Articles

Understanding FDIC Insurance

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Financially Savvy at Six Figures

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

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

Personal Finance Calendar

Use this handy calendar to remember the year’s most important financial dates.

Your Emergency Fund: How Much Is Enough?

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

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Calculators

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.

View all calculators
Videos

Saving for College 101

Here's a crash course on saving for college.

How Cash Apps Work

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

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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