Communication is the Key to a Great Partnership
We firmly believe that keeping you informed about the broader economic environment - not just your investments - is a critical component of providing the best financial advice and service.
Baird Market Blog - by Michael Antonelli
Financial Planning
- Strategas 8 Themes for 2023
- 2023 Tax Facts
- 2022 Tax Facts
- Teaching Kids to be Financially Fit
- Considerations for Refinancing a Mortgage
- Talking to Your Parents About Their Finances
- Financial Planning in a Volatile Market - with Tim Steffen
- 10 retirement planning mistakes
- Understanding the Key Risks in Retirement
- 3 Ways Investment Planning impacts your Tax Return
Social Security
- A Guide to Understanding Social Security
- Social Security Planning Strategies
- Taxation of SS Benefits
- Working While Receiving SS Benefits
- A Guide to Understanding Medicare
- Medicare Resources
- Medicaid Planning
College Planning
- How COVID-19 May Be Impacting Your Education Plan
- Winning at the College Financial Aid Game
- How the 'grace period' could make it worse on student loans
- Student Loan Consolidation & Refinancing
- Education Savings Options
- Statistics on Student Education Debt
- FAFSA Checklist
- FAQs about Federal Financial Aid
- Financial Aid Grants, Loans, Scholarships
- Planning and Saving for College
Documents
- Financial Document Checklist
- Where There’s a Will, There’s a Way: Clearing Up Common Estate Planning Misconceptions
- Health Care Designation - for all states
Life Insurance & Long Term Care
Other