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.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
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Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
"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.
Rightsizing for Retirement
What does your home really cost?
Financial Planning for Service Members
A guide for service members who hit their ETS date or retired as U.S. military to take advantage of their financial benefits.
Understanding Your Benefits: Planning for Service Members
Service members who reach their ETS date or retire from the U.S. military are eligible for a host of financial benefits.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
All That Matters: What Mattered in 2023?
Mike and Ross look back and dig into what really drove the markets and economy this year.
Navigating the Risks of Retiring in a Bear Market
A bear market can hurt more when you’re early in retirement. Here’s what you can do about it.
Relaunching Your Career: 5 Tips To Get You Started
Coming back from a career break? It may seem overwhelming, but these simple tips can help.
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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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Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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