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.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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Rightsizing for Retirement
What does your home really cost?
What Medicare Doesn't Cover
Hearing aids and prescription drugs are just some examples of what Medicare doesn’t cover. Learn about some alternatives.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
2026 Planning Outlook
In our final installment of the 2026 Outlook series, Baird’s Wealth Planning experts share opportunities for the year ahead.
What's New for Social Security?
There have been a number of changes to Social Security that may affect you, especially if you are nearing 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.
Supporting Your Children Through Life’s Milestones
How to support your children through life’s milestones without putting your retirement at risk.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
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Rightsizing for Retirement
What does your home really cost?
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
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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