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In the U.S., our vision of retirement is evolving. Instead of working to retirement age and stopping, more people are seeking a new and different experience. With all of this talk about the end of retirement, Savant Wealth Management commissioned a study to see what the hard data had to say.
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Learn more about an approach to investing known as “tax-efficient investing” in our recently updated 3rd edition Approaching Zero Taxes white paper. This group of concepts and investment tax tools can be used to form a tax-efficient investment approach, with the ultimate goal of increasing after-tax returns.
Whether you’re changing jobs or retiring, you have important considerations regarding what action to take with your 401(k), 403(b), and other employer sponsored retirement plans. One of the most important decisions to be made when you are retiring or changing jobs is what action to take with your 401(k), 403(b), or any other employer-sponsored retirement plans. Financial advisor Kevin Kingston walks through several considerations in his blog post.
While COVID-induced layoffs and furloughs accelerated retirement plans for some, Savant wanted to learn more about the pandemic’s effects on retirement plans for high-net-worth investors and whether factors like age or gender made a difference. See what our research found.
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Retirement may seem a long way off, but there are things you can do to prepare now!
In this webinar recording, financial advisors Ryan Monette and Allison Alexander discuss strategies that can help you prepare to retire.
The concept of retirement – as we know it – has been around for more than a century with a premise of saving for “old age.” Savant’s retirement research paints a different picture of today’s retiree.
Most of us know someone who experienced a false-start retirement. After many rounds of golf or several vacations, they feel unfulfilled and return to work. Find out more about how to avoid a false-start retirement and the numbers behind this phenomenon.
Over the last 30 years, the divorce rate for couples over 50 has doubled, according to the Pew Research Center. There are many theories about the primary causes of this trend, including empty nest syndrome, boredom, and growing apart. No matter the reason, deciding to divorce later in life can have significant implications on your retirement plan, specifically your Social Security benefits.
Keeping your financial sanity lies in focusing on what you can control, including your income, expenses, and savings. That’s why budgeting is extremely important. Financial advisor Adam Glassberg focuses on five budgeting fundamentals to keep in mind.
So far, the markets seem unaffected by the Taliban’s return to power, but without a crystal ball, it’s difficult to know what any potential long-term implications are. In situations like this one, it can be beneficial to understand how the markets have treated other geopolitical events.
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In this webinar, Savant advisors challenge and test the investment and financial planning world’s most common rumors, popular beliefs, and urban legends.
Elder abuse is fairly common, affecting at least one in 20 older adults. It takes a team of people – including financial and other advisors, family members, and the individual – to ensure the right protections are in place to prevent it from happening.
