Retirement | Baird's Union City 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.

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.

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Retiring the 4% Rule

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

Eight Mistakes That Can Upend Your Retirement

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

A Fruitful Retirement: Social Security Benefit

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

Inside the Gender Wage Gap

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

Navigating the Risks of Retiring in a Bear Market

A bear market can hurt more when you’re early in retirement. Here’s what you can do about it.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

How Do You Know When To Retire?

Before you hang it up for good, ask yourself these 7 questions.

Retirement Seen Through Your Eyes

What's your vision of retirement?

"I'm Not Getting Older - I'm Getting Better!"

Why turning a blind eye to aging risks your financial well-being – and what to do about it.

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RE: Retirement

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

Retiring the 4% Rule

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

How to Bake a Pie-R-A

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

A Fruitful Retirement: Social Security Benefit

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

Retirement Plan Detectives

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

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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Articles

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.

When Should You Take Social Security

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

Women on the Rise

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

Retirement Plan Choices for Small Businesses

Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.

Financial Strategies for Women

Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.

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.

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Videos

Leaving Your Lasting Legacy

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

A Fruitful Retirement: Social Security Benefit

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

RE: Retirement

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

Dreaming Up an Active Retirement

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

How to Bake a Pie-R-A

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

Risk Tolerance: What’s Your Style?

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

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