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.
Saving for College 101
Here's a crash course on saving for college.
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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.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
What To Do When Your Income Reaches 7 Figures
Preserve your high net worth with these foundational tips.
5 Ways To Sell or Transfer Your Business
Why succession plans are key for preparing to sell or transfer ownership of your business – and five ways you can do so.
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.
Four Ways To Use Leftover 529 Money
What to do with a 529 education savings plan when there’s no college left to spend it on.
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.
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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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The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
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.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
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.
View all videos
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