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Social Security
How to Think About When to Take Social Security: Part 3 of 3 Jan 14, 2020

How to Think About When to Take Social Security: Part 3 of 3

We have reached the final installment of our discussion on when to take Social Security. Strategy number 3 will focus on the case for taking Social Security at age 70.

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Social Security
Retiring as an Expat Jan 07, 2020

Retiring as an Expat

At Baird Retirement Management, many of our clients spent much of their careers in foreign assignments, returning to the US to retire as expats.

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Social Security
ConocoPhillips (COP) and Phillips 66 (P66) Retirement Plan Interest Rate Information Jan 02, 2020

ConocoPhillips (COP) and Phillips 66 (P66) Retirement Plan Interest Rate Information

Want the latest Conoco Phillips and Phillips 66 Retirement Plan interest rate information? We have it.

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Social Security
Strategies for Coordinating Spousal Benefits: An Intermission Dec 31, 2019

Strategies for Coordinating Spousal Benefits: An Intermission

I am interrupting our three-part series on How to Think About When to Take Social Security to discuss strategies for coordinating your spousal benefits. At the end of my last article, I briefly touched on the factors to consider when coordinating Social Security benefits with your spouse. In this article, we will cover considerations for when to take your spousal benefit and optimizing for total payments vs. size of monthly payments.

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Social Security
The Difficulty in Calling a Market Top Dec 20, 2019

The Difficulty in Calling a Market Top

Stocks hitting new all-time highs can be great if you’re already invested, but if you’re just entering the equity market or are considering adding to your portfolio, the recent market milestones might give you pause.

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Social Security
November 2019 Chevron Segment Rate Summary Dec 12, 2019

November 2019 Chevron Segment Rate Summary

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Social Security
Five End-of-Year Tax Items to Check Off of Your December To-Do List Dec 10, 2019

Five End-of-Year Tax Items to Check Off of Your December To-Do List

December is here and that means holiday fun, colder weather, and… the end of another tax year! While that may not warm your bones as much as a cup of hot chocolate or a seat close to the fire, taking care of these tax related items before December 31st will hopefully reduce your stress level for the start of 2020.

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Social Security
Don't Be Afraid to Change Your Asset Allocation Dec 03, 2019

Don't Be Afraid to Change Your Asset Allocation

Asset allocation is a time-proven strategy that can help take the guesswork out of choosing investments for your portfolio. Instead of putting all your eggs in one basket, you spread your eggs (dollars) among a variety of baskets (stocks, bonds and cash). The baskets can be further divided within each type of investment.

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Social Security
Should you sell your home in Retirement? Nov 26, 2019

Should you sell your home in Retirement?

Every year, thousands of retirees ask themselves, “Should I sell my home?” It’s a bit of a scary question. Your long-time home is full of memories and history, not to mention all that stuff you’ve accumulated over 30+ years.

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