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Money

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.

The Cost of Procrastination
Featured Video

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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Once Upon a Goal

Once Upon a Goal

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

Financially Savvy at Six Figures

Financially Savvy at Six Figures

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

How Cash Apps Work

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

  • Articles
  • Videos

Making Sense of HSAs and FSAs

How HSAs and FSAs might help your household.

What Will You Do With Your Bonus or Windfall?

This article examines one's options when receiving a work bonus or other financial windfalls.

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

What If Your Kids Decide Against College?

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

The History of Currency

Currency has been around for a long time. Here's a quick history lesson.

Understanding Money Market Funds

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

View all articles

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.

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

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?

View all videos

  • Articles

    How Big is Money?

    Learn a little about worldwide currency in this fun infographic

    Mortgages in Retirement

    Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

    The Lowdown on Those Free Credit Scores

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

    Strategies for Managing Student Loan Debt

    Five strategies for managing your student debt.

    Monthly Memberships

    A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

    Making a Charitable Contribution

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

    View all articles

  • Videos

    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.

    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?

    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.

    View all videos

Contact

Office: 978.777.6554

Fax: 978.777.6560

150A Andover Street

Suite 2

Danvers, MA 01923

Series 6, 7, 24, 26, 63, 66

iba@ipswichfinancial.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.   

Ed Slott is not affiliated with LPL Financial and Ipswich Bay Advisors. Ed Slott’s Elite IRA Advisory Group™ is for investment services only. Ed Slott’s endorsement does not extend to the financial planning or investment advisory services offered by the representative. Ed Slott’s Elite IRA Advisor Group™ members pay a fee for the educational programs that allow them to be included in the Ed Slott’s Elite IRA Advisor Group™. Membership does not guarentee investment success.