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 Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
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Rightsizing for Retirement
What does your home really cost?
Pay to Play: Planning for Your Child’s Activities
Make sure your budget is in line with your – and your child’s – expectations and level of interest.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Prepare for Medicare: A Guide for First-Timers
Consider these factors when deciding which Medicare programs to participate in.
The Smart Way To Pay Off Student Loans
When it comes to paying off your student loan debt, you may have more options than you realize
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
Navigating the Social Security Landscape
In our February 2024 Wealth Strategies webinar, Baird’s experts explain the basics of Social Security planning.
SECURE Act 2.0: An Overview
The second iteration of the SECURE Act brings forward several changes to the world of retirement.
IRA Withdrawals: Timing Is Everything
What to consider before taking a withdrawal from your IRA.
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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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Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
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