Retirement | The Dishart Mackie O’Brien 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.

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

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Leaving Your Lasting Legacy

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

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Preparation is the Key to Retirement

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

Five Tips for Women Relaunching Their Career

Baird Women Advisors offers five tips for women jumping back into the workforce.

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

Preparing for Risks at Every Stage of Life

A guide to protecting your assets, from starting your career to retirement.

Healthcare Costs in Retirement

Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.

Why Medicare Should Be Part of Your Retirement Strategy

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

Three Alternatives to a Traditional Retirement

With a careful plan in place, retirement can look however you want it to. Here’s 3 alternatives to a traditional retirement.

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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Rightsizing for Retirement

What does your home really cost?

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

RE: Retirement

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

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

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Articles

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

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.

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

Five Tips for Women Relaunching Their Career

Baird Women Advisors offers five tips for women jumping back into the workforce.

Getting the Most for Your Business

It’s your most valuable asset, so make sure you maximize its value before you make a sale or other business transition.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

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Videos

Leaving Your Lasting Legacy

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

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

How to Bake a Pie-R-A

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

A Bucket Plan to Go with Your Bucket List

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

What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

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