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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.

Surprise! You’ve Got Money!
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Surprise! You’ve Got Money!

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

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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.

Understanding Money Market Funds

Understanding Money Market Funds

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

The Power of Compound Interest

The Power of Compound Interest

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

  • Articles
  • Videos

The Half Million Dollar Baby

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

Your Emergency Fund: How Much Is Enough?

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

Spotting Credit Trouble

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

Budget Check Up: Tax Time Is the Right Time

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

Mortgages in Retirement

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

Monthly Memberships

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

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.

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.

How Cash Apps Work

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

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

View all videos

  • Articles

    Should I Accept a Free Credit Lock?

    Learn the ins and outs of credit locks, freezes, and more.

    Understanding Money Market Funds

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

    How to Read Your Credit Report

    Solve a mystery while learning how important your credit report is with this story-driven interactive.

    Managing Money as a Couple

    Keys to preparing to grow wealthy together.

    Making a Charitable Gift

    Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.

    Year-End Charitable Gifting and You

    This article may help you maximize the benefits of your donation for your chosen charity.

    View all articles

  • Videos

    Saving for College 101

    Here's a crash course on saving for college.

    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.

    The Latte Lie and Other Myths

    Check out this video to begin separating fact from fiction.

    How Cash Apps Work

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

    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.