Money | Robert H Lo, CFA, CFP®

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.

Saving for College 101

Here's a crash course on saving for college.

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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?

How to Read Your Credit Report

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

Once Upon a Goal

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

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Building a Solid Financial Foundation

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

U.S. Personal Savings Rate

What can be learned from the savings rate?

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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How Cash Apps Work

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

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.