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.
Have A Question About This Topic?
Wealth Management Is a Family Affair
5 Strategies on how to talk with your family about wealth and your legacy.
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.
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
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
What Can You Buy With 529 Distributions?
This article can be a helpful guide when begin preparing for education expenses.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
View all articles
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.
View all calculators
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Saving for College 101
Here’s a crash course on saving for college.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
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?
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 –
View all videos
-
Articles
-
Calculators
-
Videos