Money | Baird

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.

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?

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Surprise! You’ve Got Money!

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

A Big Decision for Small Businesses

It’s critical you identify the right retirement plan for your business.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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.

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.

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

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.

A Quick Guide to Business Valuations

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

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

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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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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 Power of Compound Interest

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

Once Upon a Goal

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