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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The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
August Wealth Strategies
Scott Grenier of Baird’s Wealth Solutions Group and Jonathan Raymon from Baird Trust explore options in charitable giving.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The Smart Way to Pay Off Student Loans
When it comes to paying off your student loan debt, you may have more options than you realize.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
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.
How To Build Credit: Busting Common Myths
When it comes to building credit, conflicting information is everywhere. We bust some of the most common credit myths.
What to Expect (Financially) When You’re Expecting
You may have bought a crib, car seat, diapers… but have you revisited your financial plan?
What to Expect from a Second Opinion Meeting
When you face health issues, you might seek a second opinion to confirm your plan. Why not do the same with your finances?
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Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
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.
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 Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
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