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Retirement Planning and Other Services for Retirees

Nearing and Living in Retirement

For what seems like forever, you’ve focused on building your life, your family, and your wealth. But one day you looked up and realized that it’s time to start focusing on you and your next chapter. But you may not feel as prepared to start planning the next phase, which includes more complexity and an endless array of options. You may have some big decisions on the horizon – Do you have enough to retire? With current market conditions, is it the right time to retire? Can you sell your house and move to a warmer climate?

Retired Couple Smiling After Retirement Planning

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Your Savant Wealth team helps people grappling with these questions every day and they know the ins and outs of retirement planning and the financial details in play. We can help you switch gears from “saving for” retirement to “preparing for” retirement and finally “living in” retirement. Our experienced team of financial planning, tax, and estate planning experts can look at your changing situation and orchestrate how to put your 401k plan, pension, company stock and options, and other assets to work to support your next chapter.

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Financial Planning Services For Retirement

Savant Views & News

July 21, 2021

Choosing an Assisted Living Community

When searching for an assisted living community for your loved one, it’s difficult to know exactly what to look for or which amenities matter most. Regional marketing specialist John Ruedi provides a helpful overview of key considerations as you evaluate your options.
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July 12, 2021

Estate Planning Basics White Paper

Estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. Your particular estate planning needs will depend on your age, health, life stage, goals, the types of assets you own, level of wealth, and many other factors. Learn more in this white paper.
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June 8, 2021

Dynamics of Purchasing a Vacation Home in Retirement

Family vacation homes often provide a retreat for you and your family to gather and enjoy each other’s company. Financial advisor Jeff Lewis discusses the emotional attachment and unique planning challenges that can come from owning a second home.
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June 4, 2021

How to Plan for Healthcare Costs in Retirement

According to a recent Fidelity study, healthcare for a retired couple aged 65 will be approximately $300,000. Becoming aware of your options to fund this goal in retirement can help mitigate the possibility of having to give up your current lifestyle.
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Explore Our Other Financial Planning Programs

Accumulator

Accumulator

Saving & Building Your Wealth

While juggling your commitments, you start to wonder if you’re managing your finances as you should. Will you have enough to retire or send the kids to a top school?

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Diversifier

Diversifier

Diversifying & Protecting Your Life’s Work

You’ve worked hard to build your career and your business. Retirement may look different for you; the complexities of monetizing your business require specific expertise.

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Solo

Suddenly Solo

Taking Control of Your Wealth After Divorce or Loss of Your Spouse

Transitioning from living as a couple to surviving on your own can be complicated. Taking control and picking up the pieces can be a bigger job that you bargained for.

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