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Dear Investors: Don’t Write Off 2018

Everyone got pretty used to the market going up and up and up. The period of little to no volatility we experienced for the last...

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Webinar - Implications of Elder Law and Medicaid Planning | Baird Retirement Management

Watch a recording of our past webinar: "Implications of Elder Law and Medicaid Planning: What It Means For You". Link to video below.

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Highlights of the Final Tax Cuts and Jobs Act | Baird Retirement Management

​After weeks of comparing different tax reform proposals and debating how to best meet various goals, the Congressional Conference...

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Tax Strategies for Spending Down Your Accounts | Baird Retirement Management

If I have a traditional IRA, a Roth IRA and multiple taxable accounts, how should I withdraw money to fund my retirement?

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What it Means to Be a Certified Private Wealth Advisor® | Baird Retirement Management

​A few of our advisors have been awarded the prestigious Certified Private Wealth Advisor (CPWA®) certification.

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Premium Rates May Warrant a Look at Your Policy | Baird Retirement Management

​Life insurance can provide unique financial planning benefits. However, the amount of the premiums paid on life insurance policies...

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