Money | LOC Financial Services

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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Saving for College 101

Here's a crash course on saving for college.

Budget Check Up: Tax Time Is the Right Time

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

Surprise! You’ve Got Money!

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

How to Read Your Credit Report

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

Year-End Charitable Gifting and You

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

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Making a Charitable Contribution

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

The Lowdown on Those Free Credit Scores

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

Making Sense of HSAs and FSAs

How HSAs and FSAs might help your household.

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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.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Surprise! You’ve Got Money!

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

Once Upon a Goal

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

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Articles

The Big Pause

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

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

What to Look for in Personal Finance Apps

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

Making a Charitable Contribution

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

Weighing the Benefits of Prepaid Debit Cards

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

Understanding Money Market Funds

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

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Videos

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.

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 Cost of Procrastination

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

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.

View all videos