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2023

  • Private Wealth Management
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  • 2023
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Retirement Planning
Women's Resources
Caring for Elderly Parents

It’s important to plan for your parents just as much as your children. Here’s how to prepare to care for an aging parent.

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Retirement Planning
Financial Planning in Boom-or-Bust Industries

Even with unpredictable or highly variable income, you can still create a secure future – it just takes thoughtful planning.

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Tax Planning
An Expat’s Guide to U.S. Taxes

Working overseas? You won’t escape the clutches of the IRS. But you may be able to ease the burden.

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Retirement Planning
Tax Planning
Opening up the Backdoor Roth

If you aren’t eligible to contribute to a Roth IRA, a backdoor Roth could be the key for you to take advantage of this retirement savings vehicle

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Identity Theft
Tax Planning
Take the Headaches Out of Tax Season

How to make your life – and your CPA’s life – go a little bit smoother as you prepare your returns during the coming tax season.

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Estate Planning
Investment Management
Retirement Planning
Tax Planning
2024 Market, Policy & Planning Outlook

What does 2024 have in store – and how should you plan for it?

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Cash & Lending Services
A Young Adult’s Guide to Debt

Not all debt is created equal. From mortgages to credit cards, here’s how to think about some common types of debt.

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Tax Planning
November Wealth Strategies

Senior Tax Strategist Kelsey Clair provides useful tax planning tips as we head into year-end.

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Tax Planning
Retirement Planning
Your Guide to Inflation Adjustments for 2024 Taxes

Here’s what you need to know about recently increased limits for gifting, retirement contributions, and more.

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Figures of a bride and groom standing on a stack of coins next to a house
Estate Planning
Insurance Planning
7 Steps to Take When Tying the Knot

Marriage is a new chapter that comes with lots of financial considerations. Here’s how to start off on the right foot when walking down the aisle.

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Charitable Giving
Estate Planning
Family Wealth
October Wealth Strategies

Wealth management and trust experts discuss how to secure a legacy while deepening familial bonds.

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Tax Planning
The Three Tests Before a Roth Conversion

Because of the up-front costs, you need to evaluate whether or not a Roth conversion is in your best interest.

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Business & Executive Services
Insurance Planning
How Insurance Can Benefit Your Business

Certain kinds of insurance plans can be a valuable strategy to enhance your executive or key employee benefits and ensure the longevity of your business.

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Charitable Giving
August Wealth Strategies

Scott Grenier of Baird’s Wealth Solutions Group and Jonathan Raymon from Baird Trust explore options in charitable giving.

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Charitable Giving
Give the Gift of Stock

Donating appreciated securities to charity can help both you and your favorite nonprofits – if you do it thoughtfully.

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Education Funding
Preparing for the Return of Student Loan Payments

Student loan payments are set to resume in the fall – here’s what you can do to get ready.

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Estate Planning
July Wealth Strategies

Corliss Taylor and Will Hobson, Trust Strategists with Baird Trust, discuss how different types of trusts can fit into your overall financial plan.

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Retirement Planning
June Wealth Strategies

Baird Senior Wealth Planner Sascha Schreiber examines strategies around maximizing your Social Security benefits.

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Retirement Planning
Rethinking Retirement

Your lifestyle will almost certainly change when you enter retirement – so should how you think about money.

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Retirement Planning
May Wealth Strategies

Baird Wealth Planner Zach Chamberlain highlights five ways to ensure your retirement needs align with your retirement resources.

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Business & Executive Services
Family Wealth
How To Talk Through Transitioning a Family Business

Five strategies to navigate difficult conversations around succession planning and help bring a family together.

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Cash & Lending Services
Retirement Planning
Using Liquidity in Retirement To Beat Inflation

While inflation can increase the risk of a down market early in retirement, you might have some options.

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Business & Executive Services
Choosing a Corporate Structure for Your Business

How you structure your business can impact taxes, fundraising and what you’re responsible for if things go wrong.

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Retirement Planning
March Wealth Strategies

Tim Steffen explains the basics of Roth IRAs and how they could work in your best interests.

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Estate Planning
Keeping Your Legacy Secure

Want to preserve your financial legacy for future generations? Consider these simple strategies for protecting your assets from your heirs’ creditors and lawsuits.

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Family walking hand in hand in a field
Family Wealth
You May Be Wealthier Than You Think

Family wealth is measured in ways not found on a spreadsheet or portfolio statement.

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Retirement Planning
Tax Planning
SECURE Act 2.0: What It Means for Your Retirement

The newly passed bill offers changes to RMDs, new Roth rules and other tactics to take advantage of.

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Estate Planning
Your Digital Estate Plan

Online assets need to be protected just like your financial ones.

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High school students walking into school
Education Funding
Is College Right for You?

For some, going straight from high school graduation to college makes a lot of sense – but it might not be the best path for everyone.

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