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.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
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Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Staying Financially Flexible in Retirement
While inflation can increase the risk of a down market early in retirement, you might have some options.
Rightsizing for Retirement
What does your home really cost?
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
All That Matters: What Mattered in 2023?
Mike and Ross look back and dig into what really drove the markets and economy this year.
"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.
How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they'll spend in retirement. This short, insightful article is useful.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.
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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 and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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