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.
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?
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Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Five Do's and Don'ts of Medical Debt
1 in 5 Americans say they struggle to keep up with their medical expenses – luckily, there may be more options than it seems.
August Wealth Strategies
Scott Grenier of Baird’s Wealth Solutions Group and Jonathan Raymon from Baird Trust explore options in charitable giving.
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Help your clients with these practical steps to make the most of their six-figure income.
Wealth Management Is a Family Affair
5 Strategies on how to talk with your family about wealth and your legacy.
A Young Adult's Guide to Debt
Not all debt is created equal. From mortgages to credit cards, here’s how to think about some common types of debt.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
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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 Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
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.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
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