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.
Have A Question About This Topic?
Managing Money as a Couple
Keys to preparing to grow wealthy together.
How Does Equity Compensation Fit Into Your Financial Plan?
It can be tempting to put your equity benefits on autopilot, but factoring them into your long-term financial plan is vital.
A Budget You Can Live With
A realistic budget can be step one in achieving your financial goals – use these tips to efficiently allocate your money.
August Wealth Strategies
Scott Grenier of Baird’s Wealth Solutions Group and Jonathan Raymon from Baird Trust explore options in charitable giving.
Buying or Leasing in 2022: What You Need to Know
The factors affecting the decision to buy or lease your next car have become much more complicated.
What to Expect (Financially) When You're Expecting
You may have bought a crib, car seat, diapers… but have you revisited your financial plan?
View all articles
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
View all calculators
Perspectives on Liquidity Solutions
By being liquid – having cash or credit on hand when you need it –
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 Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Saving for College 101
Here’s a crash course on saving for college.
View all videos
-
Articles
-
Calculators
-
Videos