Retirement | The Smith Group

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.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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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.

Three Alternatives to a Traditional Retirement

With a careful plan in place, retirement can look however you want it to. Here’s 3 alternatives to a traditional retirement.

How to Bake a Pie-R-A

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

Five Tips for Women Relaunching Their Career

Baird Women Advisors offers five tips for women jumping back into the workforce.

Saving Early & Letting Time Work For You

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

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.

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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Retirement Plan Detectives

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

Preparation is the Key to Retirement

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

The Long Run: Women and Retirement

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

Rightsizing for Retirement

What does your home really cost?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

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Articles

"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.

Your Plan to an Effective Business Sale

How developing a strong plan for selling your business is key to a smooth adjustment into this new stage of life.

Inherited an IRA? Here's What You Need To Know

The IRS has finalized its decision on inherited IRAs, with impacts to your overall tax strategy.

FIRE Retirement

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

A Meal for All Generations

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

When to Take Your Social Security Benefit: A Key Decision

Four key considerations for when to take your social security benefit.

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Videos

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.

Retiring the 4% Rule

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

Perception vs. Reality

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

Rightsizing for Retirement

What does your home really cost?

A Fruitful Retirement: Social Security Benefit

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

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