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.”
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Parental Loans and Paying for College
Advice for parents before they agree to take on college debt for their children.
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
Is it Time to Make a Change?
When do you know? And when do you know you’re ready?
How To Talk With Your Family About Wealth
Discussions around family wealth can be uncomfortable, but they’re critical to preserving your wealth across generations.
Keep Your Private Information Private
Here are some easy steps you can take to keep your personal information away from prying eyes.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
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Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
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.
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What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
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.
Perspectives on Technology
How does Baird’s technology provide clients with peace of mind on their financial plan?
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