Tag: Retiree
Is It Time to Move? Financial Considerations for Retirees Video from Savant Wealth Management
Watch the video “Is It Time to Move?” to learn expert strategies on retirement planning. Get practical tips from Savant Wealth Management.
The Next Big Stock Market Correction, And Why It Shouldn’t Derail Your Retirement
Stock market corrections happen. Learn how historical data and retirement planning can put volatility in perspective.
Creating a Retirement Budget
A well-structured budget is key for planning a relaxing retirement. Key components: Understand your retirement income, categorize expenses, and track spending. Be flexible and set clear financial goals.
Questions to Ask Before Helping Your Grown Children During Retirement
It can be difficult to manage the anxiety about providing financial help your adult children. You have to walk a fine line between your desire to help them avoid the struggles you went through versus teaching them financial self-sufficiency.
Retirement Isn’t One Chapter: Planning for the Phases Ahead
Explore how retirement priorities, spending, income, housing, and purpose may change across the different phases of retirement.
4 Things to Consider When Choosing a Medicare Plan
Transitioning from private, employer-provided healthcare to Medicare can feel like an intimidating proposition. But investing time to learn the basics can help you feel more comfortable.
Retirement Prep 101: Reviewing Your Social Security Benefits
Many people overlook their Social Security benefits before retirement. Fortunately, the Social Security Administration makes it easy to access your estimated benefits online.
Before You Make That Charitable Donation This Fall
Before you write that check: donating appreciated shares or making a QCD may give charities more and possibly cut your taxes.
Confused about Medicare? Let’s Break it Down
If you’re approaching age 65, Medicare’s coverage options, costs, and enrollment rules can feel overwhelming. Understanding the program’s four parts and key enrollment deadlines can help you choose coverage that aligns with your healthcare needs and avoid costly mistakes.
Retiring Single? Five Key Questions to Guide Your Plan
Planning for retirement as a single? Learn how to build a confident, independent future with smart strategies.
Is a Roth Conversion Right for You?
Learn how an IRA to Roth conversion works, which rules apply, how to convert a traditional IRA, and when paying the tax now may make sense for your retirement.
Charitable Giving Strategies for High-Net-Worth Retirees
Explore tax-smart charitable giving strategies for retirees to maximize impact, reduce taxes, and leave a lasting legacy.