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August 2019

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  • 2019
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Retirement Planning
Insurance Planning
Education Funding
What to Expect (Financially) When You’re Expecting

You may have bought a crib, car seat, diapers… but have you revisited your financial plan?

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Investment Management
Retirement Planning
Modern-Day Wealth Management

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.

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Estate Planning
Wealth Management in Real Life: What to Do When a Loved One Is Dying

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.

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Retirement Planning
"Are We Going to Be Okay?"

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.

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Retirement Planning
5 Financial Mistakes You Might Be Making Right Now

Five of the most common money mistakes people make – and how to avoid them.

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Estate Planning
When a Loved One Is Diagnosed With Alzheimer’s

Financial considerations you should keep in mind as you plan for care.

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