Retirement | John Landberg

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.

Encore Careers: Push Your Boundaries

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

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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?

The ABCs of HSAs

With a little planning, your HSA can do a lot more than fund short-term healthcare expenses.

A Fruitful Retirement: Social Security Benefit

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

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Myth-Busting Wealth Management

Why the critical role of a financial advisor should not be underestimated.

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

"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.

8 Financial Milestone Birthdays

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

FIRE Retirement

This short, informative article teaches the basics of the FIRE movement.

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Rightsizing for Retirement

What does your home really cost?

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

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.

Retirement and Quality of Life

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

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Articles

All That Matters: Elections and Your Money

Mike and Ross explain the Big Mistake, and how to avoid it.

AI Tools Changing Retiree Entrepreneurship

The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.

Unpacking Annuities

While issued by insurers, annuities work differently from traditional life insurance and many retirement savings tools.

IRMAA Explained: How It Impacts Medicare Premiums

Your Medicare premiums can rise with income due to IRMAA. Learn what it is and how you can keep your costs under control.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

The New Retirement Risk: Outliving Your Portfolio

Longer lifespans are reshaping retirement planning horizons – will your wealth keep pace?

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Videos

A Fruitful Retirement: Social Security Benefit

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

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

Retiring the 4% Rule

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

Retirement and Quality of Life

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

Risk Tolerance: What’s Your Style?

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

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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