Digital Deals: The 4 Best Coupon & Comparison Shopping Apps
APRIL 22, 2022
Shopping online is convenient and easy—and it can save you money. Get ready to save with the top 4 apps that can help you get a better deal.
What Is the Difference Between a Tax Credit and a Tax Deduction?
MARCH 10, 2022
While they’re both worth getting excited over, it’s important to understand the fundamental differences between tax credits and tax deductions.
What Is an NFT?
JANUARY 13, 2022
NFTs are one of the latest buzzworthy investment trends - but what exactly are they? We've got your biggest questions answered.
December Market Review
JANUARY 4, 2022
In December, the S&P 500 finished another strong year, gaining 4.5% on the month and 28.7% for the year. Defensive areas of the market led during the month, as Consumer Staples, Real Estate, Utilities and Healthcare all gained 9% or more.
What are Health Savings Accounts (HSAs)?
NOVEMBER 11, 2021
Health Savings Accounts (HSAs) are a special form of savings that provide a unique way to offset the rising costs of health care. These accounts not only offer tax advantages for contributions and withdrawals, but have a variety of investment options, are portable in the event the owner changes employers and can be passed to a surviving spouse upon the owner's death.
What Are Qualified Charitable Distributions (QCDs)?
NOVEMBER 8, 2021
What Are Qualified Charitable Distributions (QCDs)? - Charitable gifts made directly from an IRA can provide added tax benefits for many taxpayers, but they aren’t right for everyone.
Restricted Stock Units (RSU): Understanding Your Equity Compensation Options
NOVEMBER 5, 2021
When it comes to compensation, many companies now provide equity and stock-based benefits to their employees.
Are You Eligible for Catch-Up Contributions?
NOVEMBER 1, 2021
Catch-up contributions can be a great way to make up for lost time when it comes to retirement savings. Are you eligible?
What are Required Minimum Distributions (RMDs) and how do they work?
OCTOBER 26, 2021
What are Required Minimum Distributions (RMDs) and how do they work?
6 Financial To-Do's for New Parents
AUGUST 25, 2021
Being prepared financially can go along way to reducing stress and allowing you to enjoy the new life that you are bringing into the world.
Value vs. Growth Investing: What’s the Difference?
AUGUST 11, 2021
The stock market cycles through periods of favoring value investments over growth investments and vice versa. Here's the key difference between the two, and what may be an ideal option for your portfolio.
Teaching Kids to Be Financially Fit
AUGUST 2, 2021
To take advantage of teachable moments as they arise, you need to consider your own financial values and what your children will be able to understand. Here is some advice on financial guidance kids of varying ages can take to heart.
Estate Planning Basics
JULY 19, 2021
Everyone, regardless of age or wealth, should have a comprehensive estate plan. In addition to providing a means of passing assets to your loved ones after your death, estate planning can address other important issues that are meaningful during your lifetime, such as incapacity planning and asset protection planning.
Your Favorite Celebrity Earns Millions, But They Make Money Mistakes Too. 5 Takeaways From Their Financial Snafus
JUNE 17, 2021
A financial plan is essential, no matter how much you make. Looking at the financial mistakes of a few of our favorite celebrities, we'll see why.
In the Markets Now - Checking in on Inflation
MAY 28, 2021
In the Markets Now - Checking in on Inflation A hot CPI Report spooked investors, but what's the real story?
The ABCs of Medicare: What Recent Retirees Need to Know About Their Coverage Options
MAY 4, 2021
You may be eligible for Medicare soon, but do you know the ins and outs of your coverage options? Here's a breakdown of Medicare Parts A, B, C & D.
For Physicians, Disability Insurance is Critical. What is it and why is it important to you?
APRIL 30, 2021
Disability insurance is designed to protect you in the event you become disabled and are unable to work, either temporarily or permanently. There are many stories of physicians who became disabled before their peak earning years and either had no coverage or were underinsured.
May 6 Is World Password Day. Here Are 6 Tools to Safely Store Your Passwords Online
APRIL 27, 2021
In a world growing increasingly more virtual, how are you handling cybersecurity? If you have multiple accounts with multiple passwords, a password manager could make life much more manageable.
Coinbase Went Public With a Direct Listing. Here’s Why that Approach Can Be Tricky
APRIL 15, 2021
Coinbase, the popular cryptocurrency exchange space, began trading shares on April 14. Forgoing the traditional IPO process, Coinbase did a direct listing on the NASDAQ. Here's why that's unusual, and what interested investors may want to know.
April Is Financial Literacy Month. Do You Have These 5 Finance Basics Down?
APRIL 1, 2021
With Spring on the way, April brings us another reason to celebrate - it's Financial Literacy Month! Test your own financial knowledge by reviewing these 5 must-know money basics.
On Feb. 22, Changes to The Paycheck Protection Were Announced. Here’s a Quick Summary For Small Business Owners
FEBRUARY 26, 2021
On Monday, Feb. 22, the White House released several upcoming changes for the Paycheck Protection Program. Here's what every small business owner needs to know right now.
Best Practices When Paying Off Medical School Debt
FEBRUARY 12, 2021
Medical school debt can have a profound impact on the life of any physician. We're sharing smart ways to pay off your medical school debt to make sure that it doesn't cost you any more than it needs to.
360 Wealth on BairdOnline
FEBRUARY 10, 2021
Access 360 Wealth to view your net worth and all of your financial accounts in a single location. You can also build a budget, analyze your income and expenses, review your cash flow and create customized rules for categorizing your transactions.
How Much Life Insurance Do I Need?
FEBRUARY 4, 2021
Your family's needs and assets are critical considerations when determining how much life insurance to invest in. Use this four step process to help you calculate how much life insurance you need.
Millionaire & Former Zappos CEO Died in November Without a Will. Here's Why That Makes Things Extremely Complicated
FEBRUARY 1, 2021
Celebrities are just like us - meaning when they die without a proper will in place, things can get complicated. Here's a reminder about the importance of having a will, no matter your net worth.