Money | Purposeful Wealth 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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Once Upon a Goal

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

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.

How Cash Apps Work

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

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

How Big is Money?

Learn a little about worldwide currency in this fun infographic

The Big Pause

This handy interactive explains which essential government services are affected by a shutdown.

The Five Basics of Financial Literacy

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

Making a Charitable Gift

Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.

Year-End Charitable Gifting and You

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

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Surprise! You’ve Got Money!

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

The Power of Compound Interest

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

The Cost of Procrastination

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