Money | The Yesbeck Brindley Group

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.

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The Power of Compound Interest

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

A Penny Saved is Two Pennies Earned

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

What to Expect from a Second Opinion Meeting

When you face health issues, you might seek a second opinion to confirm your plan. Why not do the same with your finances?

8 Tips for Managing Sudden Wealth

With great wealth comes great responsibility. Here’s how to make smart, confident decisions with newfound money.

Debt: Not Necessarily a Four-Letter Word

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

Managing Money as a Couple

Keys to preparing to grow wealthy together.

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.

Budget Check Up: Tax Time Is the Right Time

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

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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?

The Power of Compound Interest

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

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.

Once Upon a Goal

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

The Cost of Procrastination

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

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Articles

A Comprehensive Guide to Charitable Giving Strategies

From assets and timing to strategies and structures, this guide breaks down the key elements of charitable giving.

August Wealth Strategies

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

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

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.

5 Ways To Sell or Transfer Your Business

Why succession plans are key for preparing to sell or transfer ownership of your business – and five ways you can do so.

U.S. Personal Savings Rate

What can be learned from the savings rate?

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Videos

Once Upon a Goal

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

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?

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

View all videos