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.

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Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Making Sense of the Social Security Fairness Act

Making Sense of the Social Security Fairness Act

The Social Security Fairness Act increased benefits for millions of retirees – how could it impact you?

Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Choices for Your 401(k) at a Former Employer

Individuals have four basic choices with the 401(k) account they accrued at a previous employer.

Make the Most of Your Required Minimum Distributions

RMDs can be a vital source of income in your later years. Here are key questions to help you get the most out of your assets.

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.

In the Markets Now: Attention, Please

With a buffet of information at our finger tips, what are the biggest risks to investors reaching their long-term goals?

"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.

Retirement Planning – at Your First Job

If you start now, imagine the nest egg you could have decades into the future.

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How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Rightsizing for Retirement

What does your home really cost?

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.

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