Thinking about retiring in 2021? It can feel exciting but also overwhelming. You may have a lot of questions.
Should I retire now given the economic conditions?
Can I afford to retire while supporting aging parents or helping children with college?
How will I create a “paycheck” in retirement and how exactly does it work?
Do I need to bridge the gap between claiming Social Security benefits and relying on personal savings?
If retiring prior to age 65, how can I bridge the gap between my employer’s health insurance and Medicare?
We help people grappling with these questions every day and we know the ins and outs of the details in play. In this hour-long webinar, financial advisors Jakob Loescher and Jeffrey Lewis answer these retirement questions and more.
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.
Savant Wealth Management is a Registered Investment Advisor. Different types of investments involve varying degrees of risk. Savant’s marketing material and/or rankings should not be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Savant Wealth Management is engaged, or continues to be engaged, to provide investment advisory services nor should it be construed as a current or past endorsement of Savant Wealth Management by any of its clients. Please see our Important Disclosures.
If you're approaching age 65 or are already enrolled in Medicare, you may find the program's coverage options and costs confusing. Medicare is a federal health insurance program divided into four parts, each with its own coverage options and costs. Understanding what each part covers and when you can enroll in the program is crucial to ensure you have appropriate coverage for your healthcare needs.
One of the many complex decisions you’ll face as you approach retirement is when to claim Social Security benefits. This decision can have a significant impact on your financial well-being in retirement.