Money | West Invest

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.

Managing Money as a Couple

Keys to preparing to grow wealthy together.

How Cash Apps Work

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

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.

Personal Finance Calendar

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

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.

Budget Check Up: Tax Time Is the Right Time

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

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

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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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.

Surprise! You’ve Got Money!

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

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.

Once Upon a Goal

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

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Articles

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

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.

Monthly Memberships

A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

Financially Savvy at Six Figures

Help your clients with these practical steps to make the most of their six-figure income.

The Big Pause

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

A Penny Saved is Two Pennies Earned

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

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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?

Once Upon a Goal

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

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

The Cost of Procrastination

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

Saving for College 101

Here's a crash course on saving for college.

Surprise! You’ve Got Money!

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

View all videos