Since 1990

23 Corporate Plaza Drive
Suite 150
Newport Beach , CA 92660
(800) 746-2378

 

Money

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.

 
 
Surprise! You’ve Got Money!

Surprise! You’ve Got Money!

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

What To Do When Your Income Reaches 7 Figures

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

Saving for College 101

Saving for College 101

Here's a crash course on saving for college.

 

What Can You Buy With 529 Distributions?

This article can be a helpful guide when beginning to prepare for education expenses.

What If Your Kids Decide Against College?

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

Weighing the Benefits of Prepaid Debit Cards

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

Managing Money as a Couple

Keys to preparing to grow wealthy together.

How Big is Money?

Learn a little about worldwide currency in this fun infographic

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 arrow

Lifetime of Earnings

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

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.

View all calculators arrow

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.

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 Cash Apps Work

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

Once Upon a Goal

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

Surprise! You’ve Got Money!

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

View all videos arrow