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.
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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Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Inside the Gender Wage Gap
Women make 82 cents for every dollar earned by men. Here’s how – and why - that happens
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Navigating the Social Security Landscape
In our February 2024 Wealth Strategies webinar, Baird’s experts explain the basics of Social Security planning.
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.
Unpacking Annuities
While issued by insurers, annuities work differently from traditional life insurance and many retirement savings tools.
Buying a Vacation Home? 5 Questions to Consider First
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
A Lesson From My Youth
Life isn’t experienced on a balance sheet – it’s about experiencing what the world has to offer.
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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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Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Rightsizing for Retirement
What does your home really cost?
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.
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