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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Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Saving Early & Letting Time Work For You
The earlier you start pursuing financial goals, the better your outcome may be.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
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.
Three Alternatives to a Traditional Retirement
With a careful plan in place, retirement can look however you want it to. Here’s 3 alternatives to a traditional retirement.
Making Sense of the Social Security Fairness Act
The Social Security Fairness Act increased benefits for millions of retirees – how could it impact you?
President Biden’s Proposed Tax Changes
While both parties would like to extend the middle-class tax cuts, policymakers will have to consider the cost of doing so.
Saving Early & Letting Time Work For You
The earlier you start pursuing financial goals, the better your outcome may be.
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Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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?
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