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.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
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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.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Inherited an IRA? Here's What You Need To Know
The IRS has finalized its decision on inherited IRAs, with impacts to your overall tax strategy.
Rethinking Retirement
Your lifestyle will almost certainly change when you enter retirement – so should how you think about money.
The Three Tests of a Roth Conversion
Because of the up-front costs, you need to evaluate whether or not a Roth conversion is in your best interest.
"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.
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.
When Financial Health Meets Mental Health
Money is the number one source of stress for 75% of Americans. Learn to better manage financial anxiety with these pointers.
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Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
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.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Rightsizing for Retirement
What does your home really cost?
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