Retirement | The Persily Group

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.

RE: Retirement

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

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

A Lesson From My Youth

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

Leaving Your Lasting Legacy

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

Choices for Your 401(k) at a Former Employer

Individuals have four basic choices with the 401(k) account they accrued at a previous employer.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Where Should You Retire?

Here’s what to consider when choosing where to retire, along with cities that may align best with your retirement needs.

Choose Your Own Retirement Adventure

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

Retirement Seen Through Your Eyes

What's your vision of retirement?

Conquering Retirement Challenges for Women

Looking ahead can help you conquer these unique obstacles.

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

The Long Run: Women and Retirement

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

Leaving Your Lasting Legacy

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

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

RE: Retirement

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

A Fruitful Retirement: Social Security Benefit

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

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Articles

"Are We Going to Be Okay?"

Mike Antonelli and John Taft discuss one of Baird’s key priorities – providing financial contentment in their clients’ lives.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Inherited an IRA? Here's What You Need To Know

The IRS has finalized its decision on inherited IRAs, with impacts to your overall tax strategy.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Inside the Gender Wage Gap

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

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

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Videos

RE: Retirement

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

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

How to Bake a Pie-R-A

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

Rightsizing for Retirement

What does your home really cost?

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Leaving Your Lasting Legacy

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

View all videos