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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 Latte Lie and Other Myths
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The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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Surprise! You’ve Got Money!

Surprise! You’ve Got Money!

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

The History of Currency

The History of Currency

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

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 a Charitable Contribution

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

Personal Finance Calendar

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

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

U.S. Personal Savings Rate

What can be learned from the savings rate?

Making a Charitable Gift

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

Your Emergency Fund: How Much Is Enough?

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

View all articles

The Power of Compound Interest

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

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.

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

    Countering Counterfeit Currency

    Combating counterfeiting remains core to preserving the integrity of the nation’s money.

    What To Do When Your Income Reaches 7 Figures

    Preserve your high net worth with these foundational tips.

    What to Look for in Personal Finance Apps

    An increasing number have been developed to help individuals with their personal finances.

    Making a Charitable Contribution

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

    Should I Accept a Free Credit Lock?

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

    Weighing the Benefits of Prepaid Debit Cards

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

    View all articles

  • Videos

    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?

    The Latte Lie and Other Myths

    Check out this video to begin separating fact from fiction.

    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.

    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.