A young employee and middle aged manager standing in a coffee shop

Helping You
Prepare for Retirement

Your working days are coming to a well-earned close – 
let’s make the most of them.

woman working on a laptop

You shouldn’t have to spend the final years of your career feeling anxious about whether you’re fully prepared for the next stage of your life. Instead, you should be able to live confidently in the present while preparing yourself for the future. And to do that, it’s imperative to proactively address all the hidden complexities that come with retirement planning, right alongside your advisor. Together, you can work through:

two stacks of currency with a dollar floating on top

Building liquidity now to utilize it if needed in retirement

icon of a coin with a USD symbol and checkmark

Minimizing the tax impact of your future withdrawals through strategies like Roth conversions

icon of a stethoscope

Accounting for the expense of healthcare, including any gaps in Medicare coverage like long-term care

icon of a USD symbol over a four-way arrow

Maximizing the impact of your charitable donations while optimizing their tax benefits

icon of growing stacks of currency

Structuring your wealth plan to support you through every stage of retirement, from the initial years of travel and hobbies through the final years that may require funding for healthcare

... and so much more to help you through every season of retirement.

For most of your career, retirement may have seemed like a far-off goal, taking the backseat to other priorities. Now, with your golden years fast approaching, you might be in full-on saving and preparation mode – and we’re here to help you take advantage of these final working years.

a businessman on a laptop staring out the window of a train

Insights To Help You Plan for Retirement

Elderly couple walking on a path in the woods.
Have You Planned for Every Season of Retirement?

Retirement isn’t a monolithic stage of life – it has its own seasons, each with its own financial considerations.

Keep Reading
Retired couple holding hands while meeting with a doctor.
How To Pay for Long-Term Care

Six strategies for an underappreciated but crucial component of retirement planning.

Keep Reading
Prepare for Medicare: A Guide for First-Timers

Medicare is a program that includes several different forms of health care, some of which are provided by the federal government and some by private insurers. As a result, it can be a fairly complicated program to understand.

Keep Reading
Retired couple looking at a computer screen
When To Take Your Benefit: A Key Retirement Decision

You should manage your Social Security like any other investment. Unfortunately, most Americans don’t, and may be missing out on as much as $100,000 in benefits. Here’s a guide to help you make the most of Social Security.

Keep Reading

See More Articles

parallelograms floating across a blue gradient background

Want to feel secure as you head toward retirement? 
It’s all in the details.

On the surface, planning for a successful retirement seems straightforward – and you’ve likely spent decades investing and contributing to your retirement funds to set yourself up for success. But as your retirement date draws closer, new questions, challenges and considerations may be starting to occupy your mind.

Find a Baird Financial Advisor Team