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.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
How Do You Know When To Retire?
Before you hang it up for good, ask yourself these 7 questions.
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.
When to Take Your Social Security Benefit: A Key Decision
Four key considerations for when to take your social security benefit.
"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.
The New Retirement Risk: Outliving Your Portfolio
Longer lifespans are reshaping retirement planning horizons – will your wealth keep pace?
Navigating the Social Security Landscape
In our February 2024 Wealth Strategies webinar, Baird’s experts explain the basics of Social Security planning.
All That Matters: A Holiday Special
Mike and Ross dig into the markets and give their hot takes on the best and worst of holiday dishes along the way.
Staying Financially Flexible in Retirement
While inflation can increase the risk of a down market early in retirement, you might have some options.
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Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
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Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
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