Lifestyle | Baird's Waukesha Office

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.”

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

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A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Saving for College: A Brief Guide for Parents

Key questions to help you get started on funding your kids’ education.

Surprises

Making the most of surprises is a great reason to work with us.

Parental Loans and Paying for College

Advice for parents before they agree to take on college debt for their children.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Gone Phishing

Cybercriminals are using AI to carry out mass phishing attacks, making it crucial for you to recognize these threats.

Bull & Baird: The Meaning of Life

Life asks for the same thing long-term investing does: perspective.

A Financial Checklist for Post-Graduates

Graduating from college into the adult world is a big milestone. Follow these steps to thrive in this new chapter of life.

What Is Your Time Worth?

Time is money – but some decisions can cost more than hours. Learn how to decide what’s worth doing yourself and what’s not.

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How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

Surprises

Making the most of surprises is a great reason to work with us.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

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Articles

Debt Stress

There’s a link between debt and stress.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Bull & Baird: Reelin' in the Year

What would be your soundtrack of 2025? Mike shares the songs he would pick to be the backdrop of this year in investing.

The Three Keys to a Great Password

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Built To Last: Why Multigenerational Teams Matter

Go beyond a one-size-fits-all approach by working with a multigenerational team of advisors.

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Calculators

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

View all calculators
Videos

Surprises

Making the most of surprises is a great reason to work with us.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

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