Money | Umbrella Wealth Management

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.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

The Power of Compound Interest

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

Weighing the Benefits of Prepaid Debit Cards

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

Making Sense of HSAs and FSAs

How HSAs and FSAs might help your household.

Budget Check Up: Tax Time Is the Right Time

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

U.S. Personal Savings Rate

What can be learned from the savings rate?

How to Read Your Credit Report

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

Personal Finance Calendar

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

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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?

Once Upon a Goal

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

The Power of Compound Interest

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

How Cash Apps Work

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

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.

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Articles

The Five Basics of Financial Literacy

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

Year-End Charitable Gifting and You

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

How to Read Your Credit Report

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

Making a Charitable Contribution

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

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

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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Videos

Surprise! You’ve Got Money!

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

Saving for College 101

Here's a crash course on saving for college.

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.

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.

View all videos