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.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
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A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable 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.
Tuning Your Social Security Benefit
When should you 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.
Where Should You Retire?
Here’s what to consider when choosing where to retire, along with cities that may align best with your retirement needs.
Getting the Most for Your Business
It’s your most valuable asset, so make sure you maximize its value before you make a sale or other business transition.
Should You Consider a Roth Conversion?
From counteracting portfolio losses to bailing out your heirs, here’s five reasons a Roth conversion might be your best move.
Helpful Retirement Strategies for Women
Learn how to address the challenges that women face when planning for retirement.
SECURE Act 2.0: An Overview
The second iteration of the SECURE Act brings forward several changes to the world of retirement.
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My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
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Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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