Lifestyle
Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
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Family Governance: A Key to Maintaining Your Legacy
As your family expands, a governance plan can help keep your vision, values and mission on track.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Wealth Management in Real Life
Just engaged? Here’s how to financially plan ahead for marriage, a house and kids.
How To Talk With Your Family About Wealth
Discussions around family wealth can be uncomfortable, but they’re critical to preserving your wealth across generations.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
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How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
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A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Surprises
Making the most of surprises is a great reason to work with us.
Perspectives on Education Planning
It’s never too soon to start saving for a child’s education given the rising cost of tuition.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Perspectives on Technology
How does Baird’s technology provide clients with peace of mind on their financial plan?
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