After a lifetime of planning and saving, you’re finally ready to retire! You’re excited, but you may have concerns about having enough assets to cover all your needs. Money, however, is only one of the important areas to review in a comprehensive retirement plan. Savant advisors Joel Cundick and Nick De Jong discuss what you need to know if you’re retiring in 2023.

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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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