Money | The Planning Group of the Northwest

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.

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Saving for College 101

Here's a crash course on saving for college.

Strategies for Managing Student Loan Debt

Five strategies for managing your student debt.

The Power of Compound Interest

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

6 Ways To Help Fund a Child’s Financial Foundation

Saving and investing strategies to help your kids and grandkids reach key milestones and build long-term wealth.

Should I Accept a Free Credit Lock?

Learn the ins and outs of credit locks, freezes, and more.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

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.

The Benefits of Consolidating Accounts

More than creating convenience, consolidating accounts can help you mitigate taxes, better manage your cash flow and more.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

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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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Surprise! You’ve Got Money!

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

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 Power of Compound Interest

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

Saving for College 101

Here's a crash course on saving for college.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Once Upon a Goal

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

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Articles

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.

Wealth and the Single Parent

Making smart financial choices while raising kids on your own can require additional planning and discipline.

Buying or Leasing in 2022: What You Need to Know

The factors affecting the decision to buy or lease your next car have become much more complicated.

August Wealth Strategies

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

4 Myths When Managing Sudden Wealth

Sudden wealth can be a blessing – or a curse, if not managed thoughtfully.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

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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.

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.

Surprise! You’ve Got Money!

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

The Power of Compound Interest

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

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?

View all videos