The Planning Group of the Northwest - Baird Private Wealth Management

08/08/2026

Had a great time participating in the Ciri Golf Classic as a team! Spent the day with some amazing people, supported a great cause, and tried golf for the first time!

08/03/2026

Each year, this special event gives us the opportunity to step away from meetings and reports and spend time with the people who make our work so meaningful. We are incredibly grateful for the trust you place in us and for the privilege of being part of your financial journey.

To those who attended, thank you for a wonderful evening. To those we missed, we hope to see you at next year’s Summer Soirée! 💙

03/23/2026

We are proud and honored to work alongside such an exceptional professional. Please join us in celebrating this outstanding achievement and national recognition.

Congratulations to Sarah Springer who was recently recognized by Barron’s as a 2026 Top 1,500 Financial Advisor published on 3/20/26. Rankings based on data as of September 30, 2025.

01/01/2026

Happy New Year! As we close out 2025 and step into 2026, I’m feeling grateful for the moments that matter most, both at home and at work. This past year has been full of growth, learning, and connection, and I’m excited for what’s ahead.

11/27/2025

I am not only thankful but also grateful for everyone in my life. May you all enjoy a wonderful and joyous day with your friends, family, and loved ones.

10/15/2025

Last night, Grant and I were at SoFi Stadium for the CAIS Alternative Investment Conference, where we had the opportunity to hear from future Hall of Fame quarterback Drew Brees. He shared powerful reflections on his NFL career, the life lessons that shaped him, and how he’s approaching his post-football journey — especially in the world of investments.

The energy here is incredible, and the conversations are still going. Grateful to be part of it!

01/20/2025

01/06/2025

🔄 2025 IRS Update Alert!

Your workplace retirement contribution limits are getting a boost. Here's what you need to know:
↗️ Basic limit: $23,500
↗️ Age 50+ catch-up: $7,500
⭐ NEW! Ages 60-63 super catch-up: $11,250

What this means: If you're between 60-63, you could contribute up to $34,750 in 2025!
These increased limits will apply to most workplace retirement accounts, including 401(k)s, 403(b)s, and government TSPs. While IRA limits remain at $7,000 ($8,000 if you're 50+), this extra room in workplace accounts opens up new possibilities for your retirement strategy.

Just keep in mind that employers will need to opt in to offer the super catch-up provision. 💪


Source:

Contribution limits for 401(k) and other workplace retirement plans rise for 2025. Sixty- to 63-year-olds get a super contribution for the first time.

01/02/2025

💪 New Health Research: Small Steps, Big Impact!

Just revealed in the British Journal of Sports Medicine: Short bursts of daily activity can significantly benefit heart health, especially for women.

The findings are remarkable. Even simple activities like climbing stairs or carrying groceries make a difference. For women getting just 3.5 minutes of vigorous movement daily:
45% lower risk of major heart problems
50% lower risk of heart attack
70% lower risk of heart failure

The key? Consistency matters more than duration. These brief moments of movement throughout the day add up to meaningful health benefits.

Ready to take the stairs instead of the elevator today?


Source:

In people who declared themselves “nonexercisers,” several short bursts of activity throughout the day were linked to heart-healthy benefits.

03/18/2024

With an upcoming presidential election, it’s tempting to plan for various outcomes to protect your money. In this episode of All That Matters, Ross and Mike explain why that may be a big mistake.

Mike and Ross explain the Big Mistake, and how to avoid it.