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?
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Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
8 Financial Milestone Birthdays
Get ready to celebrate your financial birthdays in this informative infographic.
Inherited an IRA? Here's What You Need to Know
The IRS has deferred a decision on so-called stretch IRAs, meaning beneficiaries are off the hook for the time being.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
September Wealth Strategies
Baird Wealth Planner Toby Prestegaard and Medicare expert Iris Nelson help you get the most from Medicare.
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.
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Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
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Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
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?
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
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