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.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
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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?
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Saving for College 101
Here's a crash course on saving for college.
What to Expect (Financially) When You’re Expecting
You may have bought a crib, car seat, diapers… but have you revisited your financial plan?
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.
August Wealth Strategies
Scott Grenier of Baird’s Wealth Solutions Group and Jonathan Raymon from Baird Trust explore options in charitable giving.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
Donor-Advised Funds: A Smarter Way To Give
Here’s how you can support the causes you care about while strengthening your own tax and estate plans.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
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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 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.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
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