Retirement | Baird Murfreesboro

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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The Power of Tax-Deferred Growth

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

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

A Bucket Plan to Go with Your Bucket List

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

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.

Navigating the Social Security Landscape

In our February 2024 Wealth Strategies webinar, Baird’s experts explain the basics of Social Security planning.

Choose Your Own Retirement Adventure

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

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

All That Matters: What Mattered in 2023?

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

Choices for Your 401(k) at a Former Employer

Individuals have four basic choices with the 401(k) account they accrued at a previous employer.

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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.

Retirement and Quality of Life

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

RE: Retirement

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

Rightsizing for Retirement

What does your home really cost?

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

The Long Run: Women and Retirement

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

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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.

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.

AI Tools Changing Retiree Entrepreneurship

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

Eight Mistakes That Can Upend Your Retirement

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

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

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Videos

Retiring the 4% Rule

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

A Fruitful Retirement: Social Security Benefit

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

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Leaving Your Lasting Legacy

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

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?

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

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