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 Plan Detectives
Watch this fun video for tips on how to search for missing money.
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Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
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.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
Using Liquidity in Retirement To Beat Inflation
While inflation can increase the risk of a down market early in retirement, you might have some options.
"I'm Not Getting Older - I'm Getting Better!"
Why turning a blind eye to aging risks your financial well-being – and what to do about it.
New Retirement Contribution Limits for 2026
A look at the new retirement contribution limits from the IRS.
IRMAA Explained: How It Impacts Medicare Premiums
Your Medicare premiums can rise with income due to IRMAA. Learn what it is and how you can keep your costs under control.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
"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.
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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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Retirement Redefined
Around the country, attitudes about retirement are shifting.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Rightsizing for Retirement
What does your home really cost?
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
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?
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