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.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
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The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
"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 and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Unpacking Annuities
While issued by insurers, annuities work differently from traditional life insurance and many retirement savings tools.
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?
8 Financial Milestone Birthdays
Get ready to celebrate your financial birthdays in this informative infographic.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
New Retirement Contribution Limits for 2026
A look at the new retirement contribution limits from the IRS.
President Biden’s Proposed Tax Changes
While both parties would like to extend the middle-class tax cuts, policymakers will have to consider the cost of doing so.
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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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Rightsizing for Retirement
What does your home really cost?
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
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.
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.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
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