Retirement | Baird's Winnetka 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.

Perception vs. Reality

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

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Risk Tolerance: What’s Your Style?

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

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?

RE: Retirement

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

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.

What Is a Roth 401(k)?

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

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

The New Retirement Risk: Outliving Your Portfolio

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

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.

Choose Your Own Retirement Adventure

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

Perception vs. Reality

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

The Power of Tax-Deferred Growth

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

Retirement Plan Detectives

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

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

How to Bake a Pie-R-A

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

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Articles

Making Sense of the Social Security Fairness Act

The Social Security Fairness Act increased benefits for millions of retirees – how could it impact you?

Have You Planned for Every Season of Retirement?

Retirement isn’t a monolithic stage of life – it has its own seasons, each with its own financial considerations.

Saving Early & Letting Time Work For You

The earlier you start pursuing financial goals, the better your outcome may be.

The ABCs of HSAs

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

New Retirement Contribution Limits for 2026

A look at the new retirement contribution limits from the IRS.

In the Markets Now: Attention, Please

With a buffet of information at our finger tips, what are the biggest risks to investors reaching their long-term goals?

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Videos

Preparation is the Key to Retirement

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

Rightsizing for Retirement

What does your home really cost?

Retirement and Quality of Life

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

The Long Run: Women and Retirement

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

Encore Careers: Push Your Boundaries

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

Perception vs. Reality

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

View all videos