Retirement | Heather Summers Valiska

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 Bucket Plan to Go with Your Bucket List

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

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

IRA Withdrawals: Timing Is Everything

What to consider before taking a withdrawal from your IRA.

A Fruitful Retirement: Social Security Benefit

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

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.

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

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.

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In our final installment of the 2026 Outlook series, Baird’s Wealth Planning experts share opportunities for the year ahead.

Small Change

Investing isn’t only for the wealthy. Here’s how you can turn a weekly muffin and latte into a proper nest egg.

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?

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The Long Run: Women and Retirement

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

A Bucket Plan to Go with Your Bucket List

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

Encore Careers: Push Your Boundaries

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

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Retirement Plan Detectives

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

Rightsizing for Retirement

What does your home really cost?

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Articles

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

Inside the Gender Wage Gap

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

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.

The Three Tests of a Roth Conversion

Because of the up-front costs, you need to evaluate whether or not a Roth conversion is in your best interest.

All That Matters: What Mattered in 2023?

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

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Videos

RE: Retirement

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

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

A Bucket Plan to Go with Your Bucket List

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

Risk Tolerance: What’s Your Style?

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

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

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Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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