News & Insights

Our team is pleased to provide a variety of informational videos, educational articles, research and client reference materials as additional resources! Would you like to know more? Please contact Steph, Kathy or Brooke at your convenience.


Our new program provides monthly live education and insights on a variety of wealth management. Click HERE to view webinar recordings.

Webinar Topics
  • Developing a Financial Plan at Each Life Stage
  • Year-End Tax and Financial Planning
  • Trust & Estate Planning to Preserve Family Wealth
  • Aging and its Financial Implications: Planning for a Household
  • Understanding Social Security and Strategies to Maximize your Benefits
  • Planning & Saving for College – an Insider’s View
  • Protecting Yourself from Identity Theft
Financial Planning

Financial Document Checklist
Resources for Women Investors
FAQs About Federal Financial Aid
Education Savings Options Comparison
Financial Aid-Loans Grants Scholarships


Budgeting in Retirement
Understanding the Key Risks in Retirement
Planning the Retirement You Want
Social Security Planning Strategies
Social Security Administrations Website
Medicare Resources

Estate Planning

Financial Planning Needs by Life Stage 
2019 Tax Facts
Estate Planning Checklist
Loss of a Loved One Checklist

Tim Steffen, CPA/PFS, CFP®, Director of Advanced Planning at Baird, discusses retirement readiness with Christine Benz, Director of Financial Planning for

Baird Chief Investment Strategist - Bruce Bittles, and Baird Investment Digest

More Insights from Baird