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Tag: Retiree

Article
October 13, 2021

Losing Your Better Half: Managing Grief and Financial Decision-Making

Following the death of a spouse, some of us may feel pressure to make big decisions – including financial decisions – quickly. Ironically, this may be one of the worst times to think about money-related issues. If you or someone you know is grieving, here are some thoughts to guide you during this difficult time.

October 6, 2021
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Relocating in Retirement

Choosing where to live in retirement is a financial decision as well as an emotional one. Some people may want to move to a warmer climate or downsize to a condo in a maintenance-free community. The decision can have a dramatic effect on your relationships, hobbies, and many other aspects of your life.

Savant Views & News
October 6, 2021
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Relocating in Retirement [On-Demand Webinar]

You may be dreaming of warmer weather and sunshine when you retire. But moving to another state involves more than you might think, including state and local tax and estate planning considerations.

Article
October 5, 2021

Common Scams Affecting Seniors: What You Need to Know

According to the FBI, nearly 30 different types of scams affected senior Americans. Unfortunately, the use of sophisticated technology can make it difficult to identify scammers. Here are some common scams used by criminals to prey on older Americans and some tools you can use to avoid becoming a victim.

September 29, 2021
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Having a Purpose in Retirement

Determining if you’re ready to retire goes beyond reaching “your number.” It’s about designing a purpose-driven life that is filled with meaningful activities.

Article
September 28, 2021

What’s Keeping You from Retiring Early?

After a hard day at the office, the prospect of retiring to a life of leisure may seem attractive. But if you’re not quite ready to permanently step away from the job, you might want to explore your desires, fears, and abilities.

Article
September 22, 2021

Unhappy in Retirement? Three Things to Consider Before Returning to Working Life

What happens when retirement isn’t all it was cracked up to be? It might mean returning to work, which may seem logical if you find yourself restless, bored, or otherwise unfulfilled.

Article
September 13, 2021
Retirement

Benefits of Rolling Over Your 401(K) to an IRA

One of the most important decisions to be made when you are retiring or changing jobs is what action to take with your 401(k), 403(b), or any other employer-sponsored retirement plans. Financial advisor Kevin Kingston walks through several considerations in his blog post.

Article
September 9, 2021

The Pandemic’s Effect on Plans for Retirement

While COVID-induced layoffs and furloughs accelerated retirement plans for some, Savant wanted to learn more about the pandemic’s effects on retirement plans for high-net-worth investors and whether factors like age or gender made a difference. See what our research found.

Savant Views & News
September 9, 2021
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Gearing Up for Retirement [On-Demand Webinar]

Retirement may seem a long way off, but there are things you can do to prepare now!

In this webinar recording, financial advisors Ryan Monette and Allison Alexander discuss strategies that can help you prepare to retire.

Article
September 9, 2021

The Relevance of “Retirement”

The concept of retirement – as we know it – has been around for more than a century with a premise of saving for “old age.” Savant’s retirement research paints a different picture of today’s retiree.

Article
September 7, 2021

Preventing a “False-Start” Retirement

Most of us know someone who experienced a false-start retirement. After many rounds of golf or several vacations, they feel unfulfilled and return to work. Find out more about how to avoid a false-start retirement and the numbers behind this phenomenon.