baird logo

Insights

Getty Images 522802928 Copy

Premium Rates May Warrant a Look at Your Policy | Baird Retirement Management

​Life insurance can provide unique financial planning benefits. However, the amount of the premiums paid on life insurance policies...

Read More
Getty Images 599793388

The Importance of Wealth Management Planning | Baird Retirement Management

In establishing objectives for transferring your estate, it is important to develop a wealth management plan that matches your...

Read More
Getty Images 514657035

Fixed Income Investments Can Add Stability to Your Portfolio | Baird Retirement Management

​Balance is as important in your portfolio as it is in riding a bike. For many investors, fixed income investments can help achieve...

Read More
Getty Images 529114228

Health Savings Accounts (HSAs) in Retirement | Baird Retirement Management

We were recently asked by a few of our retired (or soon to be retired) clients about HSAs in retirement...

Read More
Getty Images 545795610

Estate Planning: Documents Every Adult Should Consider | Baird Retirement Management

Every adult, regardless of age or wealth, should have an estate plan.

Read More
Getty Images 623699550

​Four Tips to Tax-Efficient Investing | Baird Retirement Management

Is your portfolio tax-efficient? Here are four ways tax-smart investing can potentially help you keep more of what you earn.

Read More

Like this? Subscribe to read more retirement insights

Subscribe to get Retirement Insights