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.”
Surprises
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Family Values: Charting Your Future
How can families take on new perspectives and ideas without sacrificing their deeply held beliefs?
Wealth Management in Real Life
Just engaged? Here’s how to financially plan ahead for marriage, a house and kids.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
To Consolidate or Not To Consolidate Your Student Debt
Consolidating or refinancing student loans can save time, hassle and even money. But is it the smartest decision for you?
Parental Loans and Paying for College
Advice for parents before they agree to take on college debt for their children.
Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
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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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Perspectives on Technology
How does Baird’s technology provide clients with peace of mind on their financial plan?
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.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
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