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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The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
When Is the Right Time To Refinance Your Mortgage?
Interest rates matter when refinancing your mortgage—but they aren’t the only factor to consider.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
4 Myths When Managing Sudden Wealth
Sudden wealth can be a blessing – or a curse, if not managed thoughtfully.
You Deserve a Plan for Your Wealth
It’s not just for retirement – discover how everyone can benefit from a plan for their wealth.
What to Expect (Financially) When You’re Expecting
You may have bought a crib, car seat, diapers… but have you revisited your financial plan?
August Wealth Strategies
Scott Grenier of Baird’s Wealth Solutions Group and Jonathan Raymon from Baird Trust explore options in charitable giving.
The Benefits of Consolidating Accounts
More than creating convenience, consolidating accounts can help you mitigate taxes, better manage your cash flow and more.
A Survival Guide for Small Business
You took on a pandemic, you dealt with inflation, and now, you’re faced with the challenge of adjusting to our ‘new normal.’
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Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
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Saving for College 101
Here's a crash course on saving for college.
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.
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.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
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