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Wealth Management is a Family Affair

Wealth management is about more than one person – it's also about the people and causes that mean so much to you. Here are some of the conversations you should be having with your loved ones so you can be sure everyone is on the same page and has had their voice heard.

Calendar Icon Planning Calendar


  • Questions about open enrollment? Most benefit enrollment sessions are in the fall, and you'll have important decisions to make that impact your finances next year.
  • Review your estate plan to ensure it's still appropriate for you and your family.

October 1

  • First date to file the Free Application for Federal Student Aid (FAFSA) for the 2020–2021 school year.
  • Deadline for self-employed persons or small businesses to establish a SIMPLE IRA for 2019.

October 15

  • Final extended due date for filing 2018 income tax returns.
  • Deadline to make employer contributions to a SIMPLE IRA for 2018.

October 15 – December 7

  • Annual Election Period for making changes to Medicare or Medicare Advantage coverage.


  • December is a great time to plan your charitable giving strategy, especially if you plan to bunch your deductions.

December 31

  • Deadline for taking required minimum distributions from retirement plans for 2019.
  • Most employee retirement plans, including profit-sharing plans, must be established.
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Letter From Mike Schroeder

For 100 years, our success has been built on yours.

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Modeling Good Financial Habits for Your Kids

Seven financial behaviors you can put into practice today to teach your kids how to be smart with their money.

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Giving Love and Money to the Grandkids

While there's nothing wrong with a check tucked inside a birthday card, there are financially savvier ways to support your grandchildren.

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Aligning Your Money With Your Values

Four strategies on how you can put your money where your values are.

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Keep the Big Picture in Perspective

With so much noise over tariffs and foreign policy, it's easy to obsess over individual indicators and miss the bigger picture.

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Year-End Planning Checklist

Four financial to-do's you should keep in mind as 2019 winds down.

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Did You Know?

Baird's online library of wealth management articles has a new home.