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Birthdays in Retirement Guide

Birthdays You Need to Remember for a Successful Retirement

Birthdays usually bring thoughts of cake, candles, and presents, but as you draw closer to retirement, some birthdays and even “half-birthdays” become significant milestones in your retirement planning journey.

If you’re gearing up for retirement in the near future and have at least $500,000 in investable assets, it’s crucial to grasp which birthdays can impact your retirement income. Don’t forget to mark these pivotal dates on your calendar!

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Our Wise Counsel

Savant Wealth Management is an independent, fee-only wealth management firm providing comprehensive financial advice to individuals, families, and businesses across the nation.

Since 1986, we have focused on one key principle—that all financial advice should be made strictly in the best interest of the client. But it goes beyond that. We are committed to helping our clients pursue peace of mind through the collective insight, wisdom, and perspective that we offer. That’s Wise Counsel by your side.

About Savant Wealth Management

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years. As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

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Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by Savant, or any non-investment related services, will be profitable, equal any historical performance levels, be suitable for your portfolio or individual situation, or prove successful. Please see our Important Disclosures.