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.
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.
7 Steps to Take When Tying the Knot
Marriage comes with lots of financial considerations. Here’s how to start off on the right foot when walking down the aisle.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
August Wealth Strategies
Scott Grenier of Baird’s Wealth Solutions Group and Jonathan Raymon from Baird Trust explore options in charitable giving.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
Teaching Kids to Be Fiscally Fit
At every stage of your family’s lifetime, there are money lessons to be learned
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
The History of Currency
Currency has been around for a long time. Here's a quick history lesson.
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.
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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.
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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