Tag: Retiree

Article
May 28, 2026
nearing retirement age

How to Plan for Retirement If You’re Behind at Age 50

Learn how to catch up on retirement savings after 50 with practical strategies for planning, investing, and pursuing a more secure financial future.

Article
May 27, 2026
early retirement planning

Early Retirement? 10 Planning Items to Consider

Explore early retirement planning strategies, including income, taxes, health care, and key decisions to help you retire confidently before age 65.

Article
May 21, 2026
aging family members

5 Steps to Help Ensure You’re Not a Burden on Your Family as You Age

Many people worry about becoming a burden on their loved ones as they get older. Here’s a five-step plan to help you reduce that worry and ensure a smoother future for yourself and your family.

Article
May 20, 2026
The Retirement Coach, Jack Phelps, Savant Wealth Management

How to Evaluate Buying vs. Renting Your Vacation Home

Deciding whether to buy or rent a vacation home? Explore key trade-offs, costs, and lifestyle factors to help guide a more thoughtful, long-term decision.

Article
April 21, 2026
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Don’t Sabotage Your Financial Future by Overbuying on a Home

Thinking of upgrading your home? Learn why overspending can jeopardize retirement and how smart planning keeps your financial future secure.

Article
April 3, 2026
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Avoiding Loneliness in Retirement

Retirement can be a wonderful time to pursue your passions and enjoy life. However, it can also be a time when you feel lonely and disconnected from the world around you. Here are some steps you can take to stay engaged.

Article
April 2, 2026
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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
March 31, 2026
investing in retirement

Why Boring Investing Often Works Best in Retirement 

Why we believe diversification, discipline, and so-called boring investments often matter most for retirees focused on income and long-term stability.

Article
March 27, 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.

Article
March 23, 2026
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Watch Out for These 6 Retirement Myths

While navigating the sea of retirement advice can feel overwhelming, don’t let it stall your saving efforts. Debunking these myths can help empower you to take charge and build a brighter retirement future.

Article
March 19, 2026
target-date funds image - retirees

Are Target-Date Funds Enough for Retirement? 

Target-date funds are common in 401(k)s. Learn how glide paths, inflation, and longevity factor into retirement planning.

Article
March 11, 2026
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Income Distribution in Retirement

Life transitions can be difficult and one that is often underestimated is retirement. When the day finally comes, most retirees are unprepared for what happens next.

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