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.
Rightsizing for Retirement
What does your home really cost?
Have A Question About This Topic?
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Surprising Upsides in a Down Market
5 surprising benefits when things don’t go according to plan
Retirement Plan Detectives
A couple become Retirement Plan Detectives, searching records from old employers.
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
September Wealth Strategies
Baird Wealth Planner Toby Prestegaard and Medicare expert Iris Nelson help you get the most from Medicare.
Should You Consider a Roth Conversion?
From counteracting portfolio losses to bailing out your heirs, here’s five reasons a Roth conversion might be your best move.
5 Employment Benefits You Might Be Overlooking
While an office ping-pong table would be nice, your more traditional employment perks might offer more than you realize.
Managing Your Medicare Premiums
How to stay in front of your Medicare costs – even if they change on you.
View all articles
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
View all calculators
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
View all videos
-
Articles
-
Calculators
-
Videos