Take the time to process your feelings and prepare yourself for the challenges and rewards of a new beginning. Consider seeking support from friends, family, or a therapist to help you navigate the emotional rollercoaster of moving.

Planning for retirement as a single? Learn how to build a confident, independent future with smart strategies.

As you approach retirement, it’s easy to feel like time is running out. Don’t let mistakes hold you back from achieving your ideal retirement. Learn from others and start planning now to avoid common pitfalls.

If you’re new to the family gifting process, you may not realize there’s more to it than simply writing a check. It’s important to consider the emotional implications as well as the tax and legal implications of giving a large financial gift.

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.

Watch the video “Key Habits for Successful Retirees” to learn expert retirement strategies. Get practical tips from Savant Wealth Management.

As retirees shift from saving during the accumulation phase to spending in the distribution phase, they frequently face emotional hurdles and uncertainties. In this FAQ, we explore typical concerns and present practical strategies to help navigate this pivotal life transition.

Turn your 2025 RMD into a gift. Learn how qualified charitable distributions (QCDs) can help lower taxes while supporting causes you care about.

Explore tax-smart charitable giving strategies for retirees to maximize impact, reduce taxes, and leave a lasting legacy.

Build a tax-smart retirement plan in Wyomissing with a fiduciary advisor. Minimize taxes on income, Social Security, and investment withdrawals.

As year-end approaches, many individuals review their income, assess their retirement savings strategy, and determine the best ways to maximize their contributions. For some, this includes deciding whether to contribute to a Traditional IRA or a Roth IRA – and the potential use of a Backdoor Roth IRA.

The age-old question of whether $1 million is enough for retirement continues to spark debate, but the truth is, there’s no one-size-fits-all answer. It’s time to move beyond general guidelines and focus on a more personalized approach.