Money | The Braun Walsh 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.

Surprise! You’ve Got Money!

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

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The Power of Compound Interest

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

Strategies for Managing Student Loan Debt

Five strategies for managing your student debt.

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.

8 Tips for Managing Sudden Wealth

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

Helping Out a Family Member

How do you offer money in a way that works for everyone?

Is College Right for You?

For some, going from high school graduation to college makes a lot of sense. It might not be the best path for everyone.

Personal Finance Calendar

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

You Deserve a Plan for Your Wealth

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

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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?

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.

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 Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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Articles

Financially Savvy at Six Figures

Help your clients with these practical steps to make the most of their six-figure income.

The Benefits of Consolidating Accounts

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

A Quick Guide to Business Valuations

Why you might benefit from a business valuation, when to get it, and other common questions.

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

Give the Gift of Stock

Donating appreciated securities to charity can help both you and your favorite nonprofits – if you do it thoughtfully.

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Videos

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.

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.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

The Power of Compound Interest

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

View all videos