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 Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
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Rightsizing for Retirement
What does your home really cost?
Myth-Busting Wealth Management
Why the critical role of a financial advisor should not be underestimated.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
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.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
The Hidden Factor That Can Derail Your Legacy
Communication among family members is the key to successfully building and passing down your wealth.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Navigating the Social Security Landscape
In our February 2024 Wealth Strategies webinar, Baird’s experts explain the basics of Social Security planning.
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What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
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