Lifestyle
Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”
Perspectives on Technology
How does Baird’s technology provide clients with peace of mind on their financial plan?
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
View all presentations
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
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How does Baird’s technology provide clients with peace of mind on their financial plan?
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