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.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Have A Question About This Topic?
Saving for College 101
Here's a crash course on saving for college.
A Quick Guide to Business Valuations
Why you might benefit from a business valuation, when to get it, and other common questions.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
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.
August Wealth Strategies
Scott Grenier of Baird’s Wealth Solutions Group and Jonathan Raymon from Baird Trust explore options in charitable giving.
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.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
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
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.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
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 Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
View all videos
-
Articles
-
Calculators
-
Videos