Retirement
Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Have A Question About This Topic?
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Have You Planned for Every Season of Retirement?
Retirement isn’t a monolithic stage of life – it has its own seasons, each with its own financial considerations.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Supporting Your Children Through Life’s Milestones
How to support your children through life’s milestones without putting your retirement at risk.
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
"Are We Going to Be Okay?"
Mike Antonelli and John Taft discuss one of Baird’s key priorities – providing financial contentment in their clients’ lives.
Financial Planning for Service Members
A guide for service members who hit their ETS date or retired as U.S. military to take advantage of their financial benefits.
Navigating the Social Security Landscape
In our February 2024 Wealth Strategies webinar, Baird’s experts explain the basics of Social Security planning.
After You Max Out Your 401(k)
Looking to make the max contribution to your 401(k) and then some? Here are some options to save even more for retirement.
View all articles
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
View all videos
-
Articles
-
Videos