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Letter From Mike
PWM President Mike Schroeder on the benefits of partnering with Hilliard Lyons.
Wealth Management in Real Life
With tax season firmly in the rear-view mirror, you might be tempted to push any thoughts of tax planning off until December. However, the raising of the standard deduction threshold isn't something you just need to think about come tax time – it could impact your financial decision-making all year round.
Planning Calendar
June 17
- Second-quarter estimated income tax payments are due.
June 30
- The Free Application for Federal Student Aid (FAFSA) for the 2018–2019 school year must de submitted by midnight CST. Individual state application may be due before the federal deadline and does replace filling out the FAFSA.
July 3
- Preparing a projection of your 2019 tax liability at the year's midpoint can help you avoid any penalties for underpaying your tax liability – or any tax refund surprises next year.
July 31
- Last day employers with calendar-year retirement plans can file Form 5500.
September
- Put any year-end tax plans in motion. Reach out to your Financial Advisor to discuss how you may be able to lower your tax bill for 2019.
September 6
- 401(k) Day is the first Friday after Labor Day! Celebrate by reviewing your retirement savings plan.
September 16
- Third-quarter estimated tax payments are due.
What Lies Beneath?
Baird's Investment Strategy Team provides their midyear market and economic outlook.
A Pulse on Planning
What to keep an eye on when planning for taxes, Social Security and investments.
Imagine Building a Foundation for the Future
How Baird's next-generation Foundations program carries real benefits for Baird clients.
Introducing Mike Antonelli
We're pleased to introduce our newest member of the Private Wealth Management market strategy team.