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

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?

Featured Presentation

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Surprise! You’ve Got Money!

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

Should You Buy or Lease Your Next Car?

Before choosing your next car, make sure you can answer these questions related to finances, driving frequency and more.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

• Articles

  A Big Decision for Small Businesses

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

  Budget Check Up: Tax Time Is the Right Time

  Tax preparation may be the perfect time to give the household budget a check-up.

  A Financial Checklist for Post-Graduates

  If you are just starting out on your first job in your first apartment – or if someone you love is in that position - this simple checklist can help you build a solid financial future.

  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

  The Case for Liquidity

  The best way to maximize your outcomes is to maximize your choices.

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• Calculators

  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

• Presentations

  Your Cash Flow Statement

  A presentation about managing money: using it, saving it, and even getting credit.

  View all presentations

• Videos

  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.

  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?

  Saving for College 101

  Here’s a crash course on saving for college.

  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