Retirement | Baird's Sturgeon Bay Office

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.

A Fruitful Retirement: Social Security Benefit

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

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How to Bake a Pie-R-A

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

All That Matters: What Mattered in 2023?

Mike and Ross look back and dig into what really drove the markets and economy this year.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Ten Financial Resolutions for Young Adults

Now that you’re out of your parents’ house and on your own, here’s how to build a solid financial footing for yourself.

A Lesson From My Youth

Life isn’t experienced on a balance sheet – it’s about experiencing what the world has to offer.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

The New Retirement Risk: Outliving Your Portfolio

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

Financial Planning for Service Members

A guide for service members who hit their ETS date or retired as U.S. military to take advantage of their financial benefits.

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Retirement Plan Detectives

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

How to Bake a Pie-R-A

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

The Long Run: Women and Retirement

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

Retiring the 4% Rule

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

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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

IRA Withdrawals: Timing Is Everything

What to consider before taking a withdrawal from your IRA.

A Meal for All Generations

When it comes to generational differences, knowing the facts can be difficult.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Inside the Gender Wage Gap

Women make 82 cents for every dollar earned by men. Here’s how – and why - that happens

Who Is Your Trusted Contact?

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

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

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Videos

Perception vs. Reality

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

Retirement Plan Detectives

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

Risk Tolerance: What’s Your Style?

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

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.

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?

RE: Retirement

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

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