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.

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The Latte Lie and Other Myths

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

A Quick Guide to Business Valuations

A Quick Guide to Business Valuations

Why you might benefit from a business valuation, when to get it, and other common questions.

Once Upon a Goal

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Wealth and the Single Parent

Making smart financial choices while raising kids on your own can require additional planning and discipline.

Financially Savvy at Six Figures

Help your clients with these practical steps to make the most of their six-figure income.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

5 Strategies for Paying Off Credit Card Debt

U.S. consumer credit card debt recently topped $1 trillion. Here are five tips for getting you back in the black.

Ten Things to Do When Your Child Turns 18

From credit cards to a HIPAA waiver, here’s how to get your child started on the right foot as an adult

Wealth Management Is a Family Affair

5 Strategies on how to talk with your family about wealth and your legacy.

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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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Protecting and Growing Your Cash

Safety. Simplicity. Yield. These are the three pillars that form Baird’s Cash Sweep Program.

Perspectives on Liquidity Solutions

By being liquid – having cash or credit on hand when you need it –

Surprise! You’ve Got Money!

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

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.

The Power of Compound Interest

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

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