
The New Retirement Risk: Outliving Your Portfolio
Longer lifespans are reshaping retirement planning horizons – will your wealth keep pace?
At Baird, our Second Opinion Service is the time-tested process used to determine where you are now with your finances, and where you would like to go. We start by analyzing your financial situation and identify any gaps that you need to be filled. It never hurts to know more, and we want to help you make informed decisions.
Why Now?
We've never seen so much money in motion or so many people wanting someone to " check under the hood" of their financial plans. There's a lot of uncertainty in today's world, and we want to help make sure the people we work with have peace of mind knowing they're on the right path.

Longer lifespans are reshaping retirement planning horizons – will your wealth keep pace?

Why turning a blind eye to aging risks your financial well-being – and what to do about it.

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

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

Make sure your budget is in line with your – and your child’s – expectations and level of interest.

More than two-thirds of us are likely to need a form of long-term care in our lives. Start preparing for that expense now.

Deciding how to handle a loved one’s health care can be challenging and emotionally taxing. Here’s how to get started.

Providing for your family’s future is a huge priority. This guide can help you decide just how much life insurance you need.

Financial planning for blended families can be uncomfortable, but life insurance can help navigate your special situation.