Retirement | The O'Malley 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.

Risk Tolerance: What’s Your Style?

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

Have A Question About This Topic?

A Bucket Plan to Go with Your Bucket List

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

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.

RE: Retirement

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

Using Liquidity in Retirement To Beat Inflation

While inflation can increase the risk of a down market early in retirement, you might have some options.

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

Myth-Busting Wealth Management

Why the critical role of a financial advisor should not be underestimated.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Navigating the Social Security Landscape

In our February 2024 Wealth Strategies webinar, Baird’s experts explain the basics of Social Security planning.

View all articles

Preparation is the Key to Retirement

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

Retiring the 4% Rule

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

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

RE: Retirement

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

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

View all videos

Articles

Retirement Planning – at Your First Job

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

5 Employment Benefits You Might Be Overlooking

While an office ping-pong table would be nice, your more traditional employment perks might offer more than you realize.

Buying a Vacation Home? 5 Questions to Consider First

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

Saving Early & Letting Time Work For You

The earlier you start pursuing financial goals, the better your outcome may be.

Retirement Is a Beginning

Key questions to answer when you are considering retirement.

View all articles
Videos

How to Bake a Pie-R-A

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

Retiring the 4% Rule

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

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Risk Tolerance: What’s Your Style?

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

The Long Run: Women and Retirement

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

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

View all videos