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.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
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Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
When to Take Your Social Security Benefit: A Key Decision
Four key considerations for when to take your social security benefit.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Making Sense of the Social Security Fairness Act
The Social Security Fairness Act increased benefits for millions of retirees – how could it impact you?
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
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.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
"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.
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Tuning Your Social Security Benefit
When should you take your Social Security benefit?
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.
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.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
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