Money | Keith Epstein, CFP®

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.

Surprise! You’ve Got Money!

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

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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?

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Saving for College 101

Here's a crash course on saving for college.

Managing Money as a Couple

Keys to preparing to grow wealthy together.

How to Buy a House in Eight Steps: A Guide

This guide prepares you for buying, whether "someday" is coming up soon or still a couple years down the road.

Debt: Not Necessarily a Four-Letter Word

Debt can be an important tool to creating the future you want – if you manage it wisely.

You Deserve a Plan for Your Wealth

It’s not just for retirement – discover how everyone can benefit from a plan for their wealth.

How to Cover the Cost of Your Wedding

The average American wedding costs roughly $30,000 these days. Here are some practical tips to help spend less and save more.

Cyber Self-Defense: How To Avoid These Common Scams

We’re all spending more time online nowadays - but so are cyber criminals. Learn to protect yourself from some common scams.

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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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Saving for College 101

Here's a crash course on saving for college.

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.

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.

Once Upon a Goal

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

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Articles

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Five Do's and Don'ts of Medical Debt

1 in 5 Americans say they struggle to keep up with their medical expenses – luckily, there may be more options than it seems.

A Budget You Can Live With

A realistic budget can be step one in achieving your financial goals – use these tips to efficiently allocate your money.

Personal Finance Calendar

Use this handy calendar to remember the year’s most important financial dates.

August Wealth Strategies

Scott Grenier of Baird’s Wealth Solutions Group and Jonathan Raymon from Baird Trust explore options in charitable giving.

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.

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Calculators

Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

View all calculators
Videos

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 Cost of Procrastination

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

Saving for College 101

Here's a crash course on saving for college.

The Power of Compound Interest

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

Surprise! You’ve Got Money!

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

View all videos