Money | Navigate Financial

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.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

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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.

Surprise! You’ve Got Money!

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

The Half Million Dollar Baby

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

Understanding the Basics of ESG Investing

Find out how to align your money with your personal values with this helpful introduction to sustainable investing.

Strategies for Managing Student Loan Debt

Five strategies for managing your student debt.

Managing Money as a Couple

Keys to preparing to grow wealthy together.

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

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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.

Surprise! You’ve Got Money!

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

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 Power of Compound Interest

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

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

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Articles

How to Read Your Credit Report

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

A Penny Saved is Two Pennies Earned

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

Your Emergency Fund: How Much Is Enough?

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

The Five Basics of Financial Literacy

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

Building a Solid Financial Foundation

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

Your Midyear Financial Checklist

Use this framework to review your finances, and stay aligned with your goals for the rest of the year.

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Videos

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.

Surprise! You’ve Got Money!

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

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

The Power of Compound Interest

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

Saving for College 101

Here's a crash course on saving for college.

View all videos