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.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

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Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Retirement Seen Through Your Eyes

What's your vision of retirement?

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Where Should You Retire?

Here’s what to consider when choosing where to retire, along with cities that may align best with your retirement needs.

9 Facts About Social Security

There are things about Social Security that might surprise you.

When Financial Health Meets Mental Health

Money is the number one source of stress for 75% of Americans. Learn to better manage financial anxiety with these pointers.

Getting the Most for Your Business

It’s your most valuable asset, so make sure you maximize its value before you make a sale or other business transition.

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.

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Preparation is the Key to Retirement

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

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

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.

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Articles

Five Tips for Women Relaunching Their Career

Baird Women Advisors offers five tips for women jumping back into the workforce.

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

8 Financial Milestone Birthdays

Get ready to celebrate your financial birthdays in this informative infographic.

After You Max Out Your 401(k)

Looking to make the max contribution to your 401(k) and then some? Here are some options to save even more for retirement.

Protecting the Nest Egg After You're on Your Own

How divorce or the death of a spouse affects a woman’s 401(k), Social Security, and other sources of retirement income.

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.

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Videos

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?

Perception vs. Reality

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

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

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