Retirement | Baird's Lake Oswego 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.

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

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Risk Tolerance: What’s Your Style?

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

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

FIRE Retirement

This short, informative article teaches the basics of the FIRE movement.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

How Do You Know When To Retire?

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

A Lesson From My Youth

Life isn’t experienced on a balance sheet – it’s about experiencing what the world has to offer.

The Hidden Factor That Can Derail Your Legacy

Communication among family members is the key to successfully building and passing down your wealth.

Conquering Retirement Challenges for Women

Looking ahead can help you conquer these unique obstacles.

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Tuning Your Social Security Benefit

When should you take your Social Security benefit?

The Long Run: Women and Retirement

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

How to Bake a Pie-R-A

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

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Risk Tolerance: What’s Your Style?

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

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

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Financial Planning for Service Members

A guide for service members who hit their ETS date or retired as U.S. military to take advantage of their financial benefits.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

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.

Retirement Planning – at Your First Job

If you start now, imagine the nest egg you could have decades into the future.

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.

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Videos

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.

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.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Rightsizing for Retirement

What does your home really cost?

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