Money | Keith I. Levitt, 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?

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.

Once Upon a Goal

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

A Young Adult's Guide to Debt

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How literate are you when it comes to your finances? Brush up with these five basics.

The Half Million Dollar Baby

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

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.

Your Emergency Fund: How Much Is Enough?

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

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Surprise! You’ve Got Money!

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

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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.

Once Upon a Goal

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

The Power of Compound Interest

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

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Articles

U.S. Personal Savings Rate

What can be learned from the savings rate?

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.

August Wealth Strategies

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

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.

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.

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.

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Videos

The Power of Compound Interest

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

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.

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?

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.

View all videos