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.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Have A Question About This Topic?
Saving for College 101
Here's a crash course on saving for college.
August Wealth Strategies
Scott Grenier of Baird’s Wealth Solutions Group and Jonathan Raymon from Baird Trust explore options in charitable giving.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
U.S. Personal Savings Rate
What can be learned from the savings rate?
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.’
Building an Emergency Fund: Your Financial Safety Net
Relying on credit cards in a crisis could be costly. The smarter choice? Start building your personal emergency fund.
The Benefits of Consolidating Accounts
More than creating convenience, consolidating accounts can help you mitigate taxes, better manage your cash flow and more.
Equity Compensation: Beyond Benefits
With the right planning, your equity compensation can be a cornerstone of your financial future.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
View all articles
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.
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.
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.
View all videos
-
Articles
-
Videos