As the year wraps up, it’s the perfect time to review your finances and set yourself up for success in the new year. In this video, we’ll cover practical tips for maximizing tax benefits, reviewing investment strategies, and aligning your goals for 2026. Don’t miss these actionable insights that can help you finish strong and start the year ahead with confidence.
 

In this video, we break down key strategies to help you make the most of your 401(k) retirement plan. Learn how Roth conversions can offer tax advantages, why regular rebalancing is essential for maintaining your investment strategy, and how to manage your contributions effectively throughout your career. We also explore the importance of asset allocation and how it aligns with your risk tolerance and retirement goals. Whether you're just starting out or looking to optimize your existing plan, you'll find useful strategies to better understand and manage your retirement account.
 

In this video, we dive into the major tax changes introduced by the One Big Beautiful Bill Act, signed into law on July 4, 2025. Whether you're a worker, retiree, or parent planning for your child's future, this bill has something that could impact your finances.
 

Sean's oldest daughter, Katelyn, is an incoming freshman at Western Kentucky University this fall. As a father of FOUR amazing daughters, saving for their higher education was always a priority. Listen in as Mac and Sean discuss 529 plans and how planning ahead made a big difference when tuition time came!
 
 

 As a business owner, ensuring the continuity and growth of your legacy can be crucial. Whether you are thinking about selling, merging, or transitioning your business, understanding it's true value is the key to making an informed decision. Join Sean and John Mascarich as they discuss Baird's Business Owner Solutions team and how they may be able to help you! 

Tax season is here again! For the third consecutive year, we are asking our clients to securely send us a copy of your tax return for analysis. By combining an assessment of your tax situation with your comprehensive financial plan, we can optimize IRA tax withholding elections, Roth conversions, and charitable giving strategies. 

If you have any questions about Holistiplan tax analysis, or how to securely send us a copy of your return, please contact Emily Blackman at 502-420-1407 or eblackman@rwbaird.com.  

Being a financial advisor isn’t just about managing money. Knowing our clients’ needs, concerns, and goals is fundamental to a comprehensive financial management experience. We are excited to share our new Case Studies page, where we highlight four client scenarios:

• A couple preparing for retirement and a once-in-a-lifetime family vacation. 
• A client with an unexpected windfall of appreciated stock. 
• A third-generation business owner seeking investment advice. 
• A widowed client ensuring her legacy through trust and estate planning.
  We welcome you to read each story and learn how our planning process and years of experience helped our clients achieve their goals.

Much like cleaning your house before the holidays, the end of the year is a great time to tidy up your financial plan. Join Sean and Mac as they discuss tax planning, portfolio rebalancing, and several other important strategies that you may need to review before the end of the year.

September is Life Insurance Awareness Month. Do you know if you have the appropriate amount of coverage?

 Sean and Mac discuss 5 scenarios that may prompt the need to

review your coverage:

• Your only coverage is through your employer.
• Your income has increased.
• The stay-at-home parent does not have coverage.
• You had a child.
• You bought a new home.
• Reviewing insurance coverage is part of our comprehensive financial planning process. If you would like to schedule a review, click HERE!