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.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
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Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Your Plan to an Effective Business Sale
How developing a strong plan for selling your business is key to a smooth adjustment into this new stage of life.
Rightsizing for Retirement
What does your home really cost?
IRMAA Explained: How It Impacts Medicare Premiums
Your Medicare premiums can rise with income due to IRMAA. Learn what it is and how you can keep your costs under control.
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.
Helpful Retirement Strategies for Women
Learn how to address the challenges that women face when planning for retirement.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
"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.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
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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.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
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 Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
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