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.

Featured Video

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

Rightsizing for Retirement

What does your home really cost?

Preparing for Risks at Every Stage of Life

A guide to protecting your assets, from starting your career to retirement.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

• Articles

  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.

  Is a Variable Annuity Right for Me?

  Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.

  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?

  Women and Financial Strategies

  Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

  All That Matters: A Holiday Special

  Mike and Ross dig into the markets and give their hot takes on the best and worst of holiday dishes along the way.

  Navigating the Social Security Landscape

  In our February 2024 Wealth Strategies webinar, Baird’s experts explain the basics of Social Security planning.

  View all articles

• Calculators

  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.

  View all calculators

• Videos

  Retiring the 4% Rule

  A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

  Perception vs. Reality

  There’s an alarming difference between perception and reality for current and future retirees.

  A Fruitful Retirement: Social Security Benefit

  Taking your Social Security benefits at the right time may help maximize your benefit.

  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.

  Preparation is the Key to Retirement

  The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

  Risk Tolerance: What’s Your Style?

  Learn about what risk tolerance really means in this helpful and insightful video.

  View all videos