Ia Hagan - Baird Private Wealth Management

04/30/2026

See that yellow section? That’s money you didn’t have to save. Your money created it for you.

This is compound interest at work. If you invest $1,000 a year and earn a hypothetical 5% return, by year 30 you’re close to $70,000. The most powerful part isn’t what you put in—it’s the interest quietly earning more interest over time.

Year 1: almost no interest at all.
Year 30: the interest on your interest alone might cover a year of car payments (or more).

You don’t need to constantly do more. You need to stay consistent with a strategy that fits your life. What’s one money habit you wish you’d started earlier?

04/27/2026

As the school year comes to a close, a quick reminder worth sharing:
If you or someone in your family is currently in school — or heading back this fall — now is the time to make sure the FAFSA has been submitted.

A few things worth knowing:
⏰ The federal deadline is June 30. State and school deadlines are often earlier.
⏰ Many types of aid are first-come, first-served. Waiting could cost money.
⏰ You can make corrections after submission, but the form needs to be in first.

It’s an important step that can have a meaningful impact on college funding and planning. Don't let a deadline get in the way of money that's already available to you.

04/08/2026

I wanted to share an upcoming educational event on April 14th that may be helpful for anyone navigating cognitive changes—either personally or with a loved one. It’s focused on The Dementia Care Path: From Early Signs to Ongoing Support and is presented by Agemark Senior Living and Its Communities in partnership with the Alzheimer’s Association – Nebraska Chapter.

03/30/2026

Have you reserved a seat yet? RSVP today for Women Building Wealth Series: Social Security, Are You Leaving Money on the Table?. It's going to be great! https://ihagan.bairdwealth.com/events/women-building-wealth-series-social-security-are-you-leaving-money-on-th

The Women Building Wealth Series is a thoughtfully designed collection of online and in person workshops created to spark meaningful conversations about money and investing—at no cost to you.

Even if claiming Social Security benefits is still years away for you, there may be a family member, friend, or colleague who could benefit from a better understanding of their options. This one-hour complimentary workshop is designed to educate and empower you with knowledge that can help not only your own planning, but also others who may benefit from informed Social Security decisions. My goal is simple: to help you understand the choices—and help spread the knowledge where it matters most.

03/27/2026

You are cordially invited to Women Building Wealth Series: Social Security, Are You Leaving Money on the Table?.

The Women Building Wealth Series is a thoughtfully designed collection of online and in person workshops created to spark meaningful conversations about money and investing—at no cost to you.

For many women, Social Security provides a foundational layer of guaranteed income that lasts as long as you live. Because women tend to live longer, experience career pauses, or earn less over time, Social Security often plays an outsized role in long-term financial stability.

You will gain a clear understanding of how Social Security benefits work, including how you qualify, key considerations for when to begin taking benefits, and practical strategies for maximizing the lifetime value of your benefits. You'll leave the session better equipped to make informed, confident decisions about Social Security as part of your broader financial plan.

Even if claiming Social Security benefits is still years away for you, there may be a family member, friend, or colleague who could benefit from a better understanding of their options. This one-hour complimentary workshop is designed to educate and empower you with knowledge that can help not only your own planning, but also others who may benefit from informed Social Security decisions. My goal is simple: to help you understand the choices—and help spread the knowledge where it matters most.

RSVP today to reserve your spot https://ihagan.bairdwealth.com/events/women-building-wealth-series-social-security-are-you-leaving-money-on-th

03/06/2026

Last night we had the pleasure of welcoming clients and guests to our Open House — and what a fun, energizing evening it was!

I’m grateful to be part of our Omaha team, a group of dedicated professionals doing meaningful work every day to help clients reach their financial goals. Nights like this are a great reminder of why we do what we do.

Feeling thankful, inspired, and excited for the year ahead!

05/08/2025

What an inspiring way to start the day! United Way of the Midlands's Breakfast with Champions featured Angela F. Williams, President and CEO of United Way Worldwide. Angela delivered a strong reminder of how important it is to give back to our communities with our time, talents, and treasure.

04/17/2025

My friends and I were at the ICAN Women's Leadership Conference yesterday and met wonderful women from all walks of life. The "OWN Your Value" theme delivered soul-filling content that will motivate and inspire me throughout 2025.

04/16/2025

“All That Matters” videos are my go-to for helping investors think about current events. In April’s episode, Mike and Ross tackle the challenges of a stormy market, providing an overview of how investors should view the coming months. A few of my takeaways from Mike and Ross on tariffs and last week’s market selloff:

“…the Market as only been down 10% or greater over four days a handful of times.”

“ …there are no experts on the subject at hand, the one we’re going through, the one you’re living through right now….history can help us paint some of the picture.”

“The headlines will be noisy, so it’s important to keep a longer-term perspective as you digest them.”

“Profits can fluctuate; they are not infallible. However, companies’ drive to innovate and generate a profit isn’t going away anytime soon.”

You can view the full video below.

Mike and Ross discuss how to navigate market storms while keeping your long-term financial goals in focus.