Letter From Leadership: Stay on Top of Your Plans, All Year-Round
The end of the year is all about family gatherings, sumptuous meals – and tax planning? Yes, amid the swirl of everything else going on in your life, year-end provides you with many opportunities to keep your financial plans on track, as this new issue of Digest illustrates.
But planning goes on year-round, which is why we’d like to invite you to check out our monthly Wealth Strategies webinars. “In these live video sessions, our experts talk about everything from when to take your Social Security benefits to using trusts as a cornerstone of your estate plan,” notes Cory Colvin, an Executive Market Director for Private Wealth Management. “You have the opportunity to ask questions about any of the topics being covered. And if you can’t catch them live, they are archived for you to watch online at your convenience.” Our November webinar focuses on the year-end strategies also highlighted in this issue of Digest.
We know how important it is to share good, reliable information when it comes to charting your financial future. In addition to Digest and our webinars, we also deliver articles that are relevant to your situation via the Baird Online app and at Baird Wealth.
Try out one of our webinars, and if any of the strategies there pique your interest, talk to your Baird Financial Advisor. They’re here to serve you, no matter what time of year it is.
The information offered is provided to you for informational purposes only. Robert W. Baird & Co. Incorporated is not a legal or tax services provider and you are strongly encouraged to seek the advice of the appropriate professional advisors before taking any action. The information reflected on this page are Baird expert opinions today and are subject to change. The information provided here has not taken into consideration the investment goals or needs of any specific investor and investors should not make any investment decisions based solely on this information. Past performance is not a guarantee of future results. All investments have some level of risk, and investors have different time horizons, goals and risk tolerances, so speak to your Baird Financial Advisor before taking action.
