2024

With great wealth comes great responsibility. Here’s how to make smart, confident decisions with newfound money.

Before you hang it up for good, ask yourself these 7 questions.

What to do with a 529 education savings plan when there’s no college left to spend it on.

Start building your money and investment management skills in college with these practices.

How developing a strong plan for selling your business is key to a smooth adjustment into this new stage of life.

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

Strategies on maximizing the impact of your charitable donations while optimizing potential tax benefits.

Tim Steffen highlights key moves to make to ensure you make the most of year-end.

There’s a lot to consider when appointing a trustee for your estate. Here are 3 questions to ask when making the decision.

In our September Wealth Strategies webinar, Baird Wealth Planner Ron Johnson discusses how to get the most out of your coverage.

Don’t let a feeling of apathy keep you from investing for the long term.

Provisions of the Tax Cuts and Jobs Act are set to sunset in 2025, resulting in implications for you and your tax planning.

It’s not just for retirement – discover how everyone can benefit from a plan for their wealth

Why succession plans are key for preparing to sell or transfer ownership of your business – and five ways you can do so.

Six strategies for an underappreciated but crucial component of retirement planning.

When you face health issues, you might seek a second opinion to confirm your plan. Why not do the same with your finances?

In our February 2024 Wealth Strategies webinar, Baird’s experts explain the basics of Social Security planning.

Today’s historically high exemption creates a unique and temporary opportunity to thoughtfully plan for your family and estate.

Mike Antonelli and Ross Mayfield share what investors need to know to have a successful year in 2024.