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Welcome to the SSP Group Blog. We endeavor to consistently deliver insightful material and relevant topics of consideration that will be beneficial to you on your journey to financial security. Check back often for updates and fresh content. Looking for information on a specific topic? Send us an inquiry!  

Wednesday, May 13, 2026

Taxes can be a snapshot of our money, and tax season can make most of us feel like we have a clear view of that photo. That's because filing taxes is both a look at the past and a chance to create a roadmap for the future. Did you end...

Wednesday, April 8, 2026

We are proud to share exciting news: Melissa Sanchez has been named a 2026 FORBES Best-in-State Wealth Advisor by Shook Research- an exceptional and well-earned distinction! This recognition is a powerful testament to Melissa's...

Wednesday, March 11, 2026

Treat tax strategy as a continuous process, not a once-a-year filing exercise. Coordinate with financial and tax professionals throughout the year to identify opportunities for efficiency.

Tuesday, March 3, 2026

This past weekend, the United States entered into an active military conflict with Iran. Please know that our team and our extended Baird Market Strategy team have been monitoring the situation closely. Below, you'll find insights from...

Thursday, February 12, 2026

As your Financial Advisor, our first priority is helping you make informed decisions today that set you up for success in the future. With that goal in mind, we’re sharing Part 1 of Baird’s 2026 Outlook: Market & Policy.

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Monday, February 9, 2026

We are pleased to announce that, once again, The Sanchez Schuster Post Group has been recognized as a 2026 Forbes Best-in-State Wealth Management Team! This prestigious recognition is awarded to financial advisors who demonstrate...

Tuesday, October 7, 2025

What can you do to protect yourself and your kids online? Our updated checklist outlines 10 essential cybersecurity practices your family can implement today to stay safe and secure.

Tuesday, October 7, 2025

Navigating the Medicare Maze: Making Sense of Federal Health Insurance As Medicare Open Enrollment approaches, many individuals nearing or already at Medicare age may find themselves seeking clarity and trusted guidance. We invite you...

Tuesday, September 30, 2025

Recording Available! In September's Wealth Strategies webinar, our trust and estate planning experts explored how you can support the causes you care about more effectively and meaningfully. What You Need to Know: Start with a Plan:...

Friday, August 15, 2025

The “One Big Beautiful Bill" Act: How It May Impact You With a flurry of activity leading up to July 4, Congress passed a sweeping budget reconciliation bill – unofficially referred to as the “One Big Beautiful Bill" Act (OBBBA) – that...

Friday, August 15, 2025

Special Edition: Breaking Down The "Big Beautiful Bill" Join us for an exclusive webinar with Tim Steffen, Director of Advanced Planning, as he provides an analysis of the “One Big Beautiful Bill Act” (OBBBA) and its potential impact....

Wednesday, July 9, 2025

From tariff announcements to geopolitical tensions, the second quarter of 2025 has been marked by heightened macroeconomic noise. Strategas President Nicholas Bohnsack explores the key economic indicators and investment themes that...

Monday, June 2, 2025

You're Invited! Baird Wealth Strategies Webinar Social Security & Your Future These days, the viability of Social Security is a hot topic in the news. In this presentation, we'll help you separate reality from fiction. We're going to...

Wednesday, May 28, 2025

We’ve known for a while that 2025 would be a big year for tax legislation, and the House got the ball rolling this week with the release of their initial tax and budget proposal. This proposal includes a wide variety of changes to...

Friday, April 4, 2025

Client Resource Kit - Tariffs provided by First Trust

Friday, April 4, 2025

This week, the market has undergone significant volatility, which might leave you feeling anxious and apprehensive. Know that we and our extended market research team have been monitoring the situation closely. Below, you'll find...

Wednesday, February 26, 2025

As your Financial Advisor, our number one priority is making sure the decisions you make today set you up for success in the future. With that goal in mind, we’d like to share Baird's 2025 Market, Policy and Planning Outlook: 2025...

Thursday, February 13, 2025

Melissa Sanchez, CFP®, CPWA®  has been selected as FORBES | SHOOK Research Best-in-State Top Female Wealth Advisors for 2025!  Please join us as we celebrate this tremendous achievement! 

Friday, February 7, 2025

Getting Ready for Tax season With April 15 just around the corner, our Wealth Planning team has developed resources to help you navigate this tax season, including when to file, how to file, and steps you can take to avoid issues of...

Friday, February 7, 2025

If you missed our exciting email announcement, we're pleased to announce that the Sanchez Schuster Post Group is being recognized as one of FORBES | SHOOK Research Best-in-State Wealth Management Teams for 2025! This recognition is...

Thursday, December 12, 2024

As we head towards the final month of the year, we wanted you to be aware of key tax planning opportunities related to your education funding plans: Tax Planning Considerations For 529s Nearly 40 states offer a tax benefit for 529...

Tuesday, November 26, 2024

Fall 2024 Digest offers timely market and economic commentary from Strategas as well as planning perspectives from Baird’s in-house experts. Our current edition includes: Calm Amid the StormLetter from Leadership Don’t let the...

Wednesday, September 25, 2024

Earlier this year, we had the pleasure of hosting you for an evening of policy insights with Dan Clifton, Partner and Head of Policy Research at Strategas. We hope you found his presentation on the upcoming election both enlightening...

Tuesday, July 9, 2024

In case you have not heard, Prime Day 2024 is July 16-17. New data from the Federal Trade Commission shows that Amazon is among the top four most frequently impersonated companies by scammers. Bad actors will employ deceptive tactics...

Thursday, March 21, 2024

The Diversity & Incentive Trailblazer Award, given to Lauren Post, CFP® in 2024, recognizes a PWM associate who is a champion in advancing diversity and fostering a culture of inclusion in the workplace.

Thursday, March 7, 2024

We are pleased to announce that Melissa Sanchez, CFP®, CPWA® has once again been recognized as one of Forbes Top Women Wealth Advisors Best-In-State for 2024! This recognition is awarded to select Financial Advisors who,...

Monday, July 3, 2023

The Waldkirch Sanchez Schuster Group is proud to congratulate our very own Lauren Post, CFP for her recent completion of Baird's rigorous Financial Advisor Training Program!  This program provides wealth management...

Wednesday, April 19, 2023

For us, trust is everything. When our clients trust us, we can help them go even further in pursuit of their goals. That’s why we go out of our way to earn, and keep, your confidence.

Monday, March 13, 2023

The news over the weekend of two bank failures – Silicon Valley Bank (SVB) and Signature Bank in New York – may have you asking several questions. While Baird is not a bank, we wanted to highlight a few points regarding our...

Thursday, January 19, 2023

Strategy for 2023 and Beyond... While many good things came to an end in 2022 after a more than 12-year bull market in stocks and nearly 40 years in bonds, still smarting from the correction, we’d like to set the stage for the...

Monday, January 9, 2023

Congress spent the final days of 2022 on new reforms designed to help Americans save more for retirement.You may hear the changes called SECURE Act 2.0, which is a follow-up to the Setting Every Community Up for Retirement Enhancement...

Wednesday, December 28, 2022

A key component to thoughtful wealth management is that when it’s time to transfer your estate to the people and causes you care about, you have a plan in place that maximizes its impact.We recommend all our clients draw up an...