David Beck, CFP

Talking with your adult children about your finances might feel awkward, like you're risking alienating your loved ones. While the discomfort might be real, there are several good reasons to not let it interfere with these discussions.

Talking to Your Family About Wealth How To Plan and What To Say

Tim Steffen, Baird's Director of Tax Planning, was recently quoted in this Barron's article discussing maximizing your wealth over the next decade.

Here’s How to Maximize Your Wealth Over the Next Decade With markets expected to produce lower returns in coming years, it’s crucial that you optimize the tax efficiency of your portfolio and spend wisely.