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.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
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.
9 Facts About Social Security
There are things about Social Security that might surprise you.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
"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.
"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.
Myth-Busting Wealth Management
Why the critical role of a financial advisor should not be underestimated.
2026 Planning Outlook
In our final installment of the 2026 Outlook series, Baird’s Wealth Planning experts share opportunities for the year ahead.
Prepare for Medicare: A Guide for First-Timers
Consider these factors when deciding which Medicare programs to participate in.
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.
View all articles
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
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?
View all videos
-
Articles
-
Videos