#TEST0#

Tag: Retiree

Home
October 21, 2026
Is it time to move? Financial considerations for moving in retirement webinar

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.

Article
October 19, 2026
The Retirement Coach, Jack Phelps, 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.

Article
October 8, 2026
no alt text set

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.

Article
October 7, 2026
providing financial help your adult children

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.

Article
October 2, 2026
retirement planning, retirement lifestyle

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.

Article
October 2, 2026
Medicare card

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.

Article
September 30, 2026
no alt text set

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.

Article
September 30, 2026
The Retirement Coach, Jack Phelps, Savant Wealth Management

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.

Article
September 30, 2026
Medicare

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.

Article
September 18, 2026
retiring single, single person in retirement

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.

Article
September 17, 2026
no alt text set

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.

Article
September 9, 2026
charitable giving

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.

Contact