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.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
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How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Dear Reader
Mike Antonelli shares a list of things he believes about the world.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Healthcare Costs in Retirement
Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.
Make the Most of Your HSA
Many investors overlook the full potential of an HSA. Learn three ways to put its tax advantages to work for retirement.
8 Financial Milestone Birthdays
Get ready to celebrate your financial birthdays in this informative infographic.
"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.
All That Matters: What Mattered in 2023?
Mike and Ross look back and dig into what really drove the markets and economy this year.
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Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
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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.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
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?
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
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