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978.777.6554
iba@ipswichfinancial.com
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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.

Once Upon a Goal
Featured Video

Once Upon a Goal

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

Your Cash Flow Statement
Featured Presentation

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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The Latte Lie and Other Myths

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Understanding FDIC Insurance

Understanding FDIC Insurance

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

The Cost of Procrastination

The Cost of Procrastination

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

  • Articles
  • Calculators
  • Presentations
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Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

Making a Charitable Contribution

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

U.S. Personal Savings Rate

What can be learned from the savings rate?

Understanding FDIC Insurance

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

Building a Solid Financial Foundation

Sustain financial well-being or create wealth through these actions.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

View all articles

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

View all calculators

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

View all presentations

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.

Surprise! You’ve Got Money!

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

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.

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

    A Penny Saved is Two Pennies Earned

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

    Strategies for Managing Student Loan Debt

    Five strategies for managing your student debt.

    Your Emergency Fund: How Much Is Enough?

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

    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.

    What To Do When Your Income Reaches 7 Figures

    Preserve your high net worth with these foundational tips.

    Budget Check Up: Tax Time Is the Right Time

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

    View all articles

  • Calculators

    What Is My Current Cash Flow?

    Assess whether you are running “in the black” or “in the red” each month.

    Paying Off a Credit Card

    Enter various payment options and determine how long it may take to pay off a credit card.

    Historical Inflation

    This calculator shows how inflation over the years has impacted purchasing power.

    View all calculators

  • Presentations

    Your Cash Flow Statement

    A presentation about managing money: using it, saving it, and even getting credit.

    View all presentations

  • Videos

    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.

    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.

    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.

    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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Ed Slott is not affiliated with LPL Financial and Ipswich Bay Advisors.