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.

Featured Video

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.

August Wealth Strategies

Scott Grenier of Baird’s Wealth Solutions Group and Jonathan Raymon from Baird Trust explore options in charitable giving.

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?

• Articles

  Five Do's and Don'ts of Medical Debt

  1 in 5 Americans say they struggle to keep up with their medical expenses – luckily, there may be more options than it seems.

  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 Economic Journey of Your Morning Coffee

  Few contemplate the complex journey that brought their coffee from farm to kitchen table.

  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.

  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.

  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.

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• Calculators

  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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• Videos

  Surprise! You’ve Got Money!

  Here’s a quick guide to checking to see if you have unclaimed money.

  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 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.

  The Power of Compound Interest

  Learn how to harness the power of compound interest for your investments.

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