Baird Wealth

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    2025 Market, Policy and Planning Outlook

    What does 2025 have in store, and how should you plan for it?

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    All That Matters:
    Rambling and Gambling

    How should investors respond to the recent tariff news? And what does online gambling have to do with investing?

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    Take the Headaches Out of Tax Season

    How to make your life – and your CPA’s life – go a little bit smoother as you prepare your tax returns.

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    Your Planning Guide to 2025 Taxes

    The IRS recently released its inflation adjustments for 2025 related to personal income tax, retirement contributions, estate taxes, and Social Security benefits.

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You – Yes, You – Should Have a Plan for Your Wealth

It’s not just for retirement – discover how everyone can benefit from a plan for their wealth

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Perspectives on Tax Planning Tim Steffen
Perspectives on Tax Planning

When it comes to wealth management, there’s a tax component to every decision you make. Learn how Baird can support you in a thoughtful, multi-year tax strategy.

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Manage Your Money with Ease

Build a budget, analyze your income and expenses, review your cash flow and more. All within Baird Online’s 360 Wealth tool.

Discover 360 Wealth
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Find a Financial Advisor Near You

A Baird Financial Advisor can help get you from where you are now to where you want to be: locatebaird.com