150A Andover Street Suite 2 Danvers, MA 01923

978.777.6554
rcella@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.

Keeping Up with the Joneses
Featured Video

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?

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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Once Upon a Goal

Once Upon a Goal

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

Year-End Charitable Gifting and You

Year-End Charitable Gifting and You

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

The Power of Compound Interest

The Power of Compound Interest

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

  • Articles
  • Calculators
  • Presentations
  • Videos

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

Understanding FDIC Insurance

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

The Lowdown on Those Free Credit Scores

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

Spotting Credit Trouble

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

Year-End Charitable Gifting and You

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

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

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.

Historical Inflation

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

What Is My Current Cash Flow?

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

View all calculators

Your Cash Flow Statement

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

View all presentations

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.

Surprise! You’ve Got Money!

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

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.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

View all videos

  • Articles

    Personal Finance Calendar

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

    The Economic Journey of Your Morning Coffee

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

    Understanding FDIC Insurance

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

    The History of Currency

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

    Password Protection Strategies

    Simple steps may help you foil hackers and protect your privacy.

    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.

    Saving for College 101

    Here’s a crash course on saving for college.

    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 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.

    The Latte Lie and Other Myths

    Check out this video to begin separating fact from fiction.

    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

rcella@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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Copyright 2023 FMG Suite.

Securities and investment advice offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Ipswich Bay Advisors and LPL Financial are separate entities.  

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