2026 Market and Policy Outlook
See what’s ahead for markets and policy in 2026 – and how it could impact you.
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9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
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Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
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Your Planning Guide to 2026 Taxes
Here’s what you need to know about the increased limits for gifting, retirement contributions and more in 2026.
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Significant Consumer Stimulus Arrives in 2026
After a challenging 2025, consumers will benefit from a boost in 2026 due to significant stimulus on the horizon.
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Wealth Management Is a Family Affair
5 Strategies on how to talk with your family about wealth and your legacy.
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Trusts As Part of Your Financial Plan
Trust Strategists with Baird Trust, discuss how different types of trusts can fit into your overall financial plan.
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A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
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The “One Big Beautiful Bill" Act: How It May Impact You
Congress’s new bill locks in key tax rules for the future – what does it entail, and what does it mean for your plan?
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A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
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Address Potential Incapacity with Estate Planning
Use a power of attorney and revocable trust to ensure your wishes are honored if you become incapacitated.
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9 Facts About Social Security
There are things about Social Security that might surprise you.
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Myth-Busting Wealth Management
Why the critical role of a financial advisor should not be underestimated.
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Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
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Retirement Plan Choices for Small Businesses
Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.
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5 Ways To Sell or Transfer Your Business
Why succession plans are key for preparing to sell or transfer ownership of your business – and five ways you can do so.
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Helping Your Children Prepare for an Inheritance
Six strategies to facilitate an important – though potentially uncomfortable – conversation around inheriting wealth.
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Keep Your Private Information Private
Here are some easy steps you can take to keep your personal information away from prying eyes.
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Four Ways To Use Leftover 529 Money
What to do with a 529 education savings plan when there’s no college left to spend it on.
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Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
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Understanding Your Benefits: Planning for Service Members
Service members who reach their ETS date or retire from the U.S. military are eligible for a host of financial benefits.
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Passing Your Second Home to the Next Generation
Transitioning a family home to the next generation? These strategies can help preserve your legacy and avoid conflict.
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Making the Most of Your Charitable Donations
When you're planning out your charitable donations, the easiest thing to do is write a check. But that might not be the most efficient way to give.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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