Understanding your options is key to optimizing your Social Security strategy.
Hindsight may be 20/20, but investing is about looking forward.
Between online commerce and social media, we’re all spending more time on the internet these days. So are cybercriminals. Learn to protect yourself from their most common scams.
You never know when an unforeseen expense may come your way. Don’t let it catch you off guard – prepare an emergency fund.
You may have bought a crib, car seat, diapers… but have you revisited your financial plan?
Are you prepared for the financial impacts of untying the knot?
Retirement isn’t a monolithic stage of life – it has its own seasons, each with its own financial considerations.
Wire fraud is one of the most frightening types of theft that can happen to you. Here’s how you can ensure your transactions are secure.
Cybercriminals are increasingly using artificial intelligence to carry out mass phishing attacks, making it crucial for you to recognize these threats.
Trying to “time the market” is both highly risky and incredibly difficult.
As your world changes, so do the strategies that can protect your assets.
The average American wedding costs roughly $30,000 these days. If that number gives you cold feet, here are some practical ways to help you keep that special day under control.
A budget can be the first step toward achieving your financial goals. But it doesn’t work if it’s not realistic. Here are some steps to help get your finances under control.
The primary purpose of life insurance is to cover the financial needs of loved ones after you’re gone. How much is enough for your family? This guide from Baird can help.
Service members who reach their ETS date or retire from the U.S. military are eligible for a host of financial benefits. Here’s how you can take advantage of them.
Don’t assume that all your problems are over. Sometimes more money can create issues you didn’t see coming. Here are some simple steps to take to protect your winnings.
More than 50 million Americans have some sort of special needs that their families are coping with? Here’s how to start addressing the financial challenges that these families are facing.
How do kids learn to handle their money? From watching you! Here are a few steps you can take to show them, by example, to be responsible savers and consumers.
We all want what’s best for our kids, but you want them to learn the value of money too.
Wealth management is about more than stocks or annuities. For Mike Antonelli, it’s about driving your beat-up old station wagon 2,000 miles to your happy place.
When a parent is approaching the end of their days, there are a lot of uncomfortable decisions to be made. Here’s a guide to help organize and clarify your thinking at this difficult time.
Bull and Baird blog author Mike Antonelli and John Taft, author of the blog Finance for the Greater Good, discuss the most important question they get from Baird clients.
Five of the most common money mistakes people make – and how to avoid them.
Financial considerations you should keep in mind as you plan for care.
For many caregivers, this can be a very difficult choice. This article can help you with both the practical and emotional sides of this decision.
More than two thirds of us are likely to need some form of long-term care in our lives. Will you be able to cover that expense? The time to start getting prepared for it is right now.
Four questions to ask yourself before signing on the dotted line.
Consolidating or refinancing your student loans could save you time and hassle – and even reduce your monthly payments. But is it the smart decision?
Thinking about taking the financial plunge and combining your finances? Here are six relationship-saving strategies to consider before merging your accounts.
In addition to being an incredibly loving gesture, paying for a grandchild’s education is a substantial investment in their future. Baird has thoughts about how you – and they – can get the most out of it.
As a Millennial, you’ve probably read a million social media posts trying to tell you who you are and where you’re going in life. Let us help you prove them wrong.
How is landscaping like investing? For Baird’s Mike Antonelli, they’re both things he’s happy to pay a professional to do for him.
Falling interest rates have many homeowners taking a second look at their original loans.
While investing is instrumental to achieving the future you want, you don’t have to sacrifice your principles along the way.
Inheriting a lump sum of cash is a relatively simple process. Inheriting a noncash asset, though, like a vacation home or a stock portfolio, can present a whole different set of issues.
Not everyone wants a traditional retirement, but it can be tough to visualize a different path when society seems to expect you to work for four decades and bow out when you’re eligible for Social Security.
No matter how a concentration position develops, if your portfolio is overweighted in any one position, you’re exposed to undue risk.
Receiving shares of stock in the company you work for as part of your compensation is an excellent way to share in the success of the business, and can be very lucrative. But stock awards can be tricky to manage.
The rise of socially responsible investing lets investors put their money where their values are. This is the first in a two-part series on Socially Responsible Investing.
Whether "someday" is coming up soon or still a couple years down the road, you can benefit from learning about the process and the financial decisions you'll need to make.
It’s critical you identify the right retirement plan for your business.
A new feature that helps readers tackle their most pressing wealth management concerns.
Tips for women looking to maximize their Social Security benefits.
Keeping a financial resolution starts with practicing good habits every day, all year long. Here’s are a few easy steps you can take to follow through on some of the most common financial resolutions:
Understanding the way our innate tendencies affect the decisions we make can help you be a smarter investor in any environment.