The Penn Valente Group at Baird

10/14/2026

Just Announced: 2027 Social Security COLA is 3.6%!

The numbers are in…the Social Security Administration announced a 3.6% cost-of-living adjustment for next year, bringing an average increase of about $75 a month to retirees' checks starting in January 2027.

While any increase is welcome news for millions of Americans navigating inflation, many experts point out that higher everyday and healthcare costs mean robust retirement planning is still critical.

If you're curious about how this impacts your financial plan or want to talk retirement strategies, drop a comment.

10/14/2026

You’ve worked hard to build something meaningful. Learn how a multigenerational advisory team helps carry your values and vision forward with care and clarity.

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

10/12/2026

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.

How Medicare can address health care needs in your retirement strategy.

10/09/2026

Do you have a will? Is it updated?

10/07/2026

You can be generous toward your children without putting your own plans on hold. Here are some smart ways to support them while you save for your future.

How to support your children through life’s milestones without putting your retirement at risk.

10/05/2026

No one likes an underperforming stock in their portfolio – but with tax-loss harvesting, you can still make it work for you.

There can be tax benefits to selling securities that have underperformed – if you’re thoughtful about it.

10/02/2026

Before you take the steps for a Roth conversion, it’s important to ask yourself three key questions. Tim Steffen, Director of Advanced Planning at Baird, breaks down how to evaluate whether a Roth conversion is really in your best interest.

Because of the up-front costs, you need to evaluate whether or not a Roth conversion is in your best interest.

09/30/2026

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot opportunities to do more with what you have.

Track your monthly income and expenses to get a clearer view of your cash flow.

09/28/2026

Net worth is one of the most telling numbers in personal finance. Add up your assets and liabilities to see where you really stand today.

Get a snapshot of your overall financial picture by calculating your total net worth.

09/25/2026

According to Strategas, 2025 could be the largest year for tax policy since 1913. The outcome of November's presidential and congressional elections will be especially key to the debate on estate tax changes.

The outcome of November's presidential and congressional elections will be key to potential estate tax changes in 2025.