Tag: Retiree

Savant Views & News
March 22, 2024
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Financial Considerations for Relocating to a Warmer Climate [On-Demand Webinar]

Are you tired of dealing with winter weather every year? Piles of snow and ice may have you thinking about relocating to a warmer climate.

Home
March 22, 2024
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Is $1 Million Enough to Retire? | Ask a Savant Financial Advisor

Attaining a $1 million nest egg is a significant financial achievement. But you may wonder if this amount translates to a secure and comfortable retirement? In this episode of Ask a Savant Financial Advisor, Chris Ruedi provides insights to help you determine your retirement readiness.

Savant Views & News
March 14, 2024
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Maximizing Social Security Benefits [On-Demand Webinar]

Are you nearing retirement or planning for your future financial security? Social Security can be a critical component of your retirement income, and understanding how to maximize your benefits can significantly impact your financial well-being during your golden years.

Article
March 8, 2024
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Becoming a Snowbird in Retirement

Nearly a quarter of Americans prefer to take their vacations during the winter. But what if you’re retired and want to stay longer? Consider becoming a “snowbird.”

Case Study
March 6, 2024
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Feeling Confident About Retirement

With the potential for retirement to last as long as 30 or more years, it’s no wonder many people worry about outlasting their money. If you’re ready to retire, but don’t feel confident about whether you’re financially ready, a milestone that’s worthy of celebration can become a source of stress instead. That was the case for Steve, who turned to Savant Advisor Don Duncan for help.

Article
February 28, 2024
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Evolving Your Financial Mindset: The Path from Accumulation to Distribution

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.

Home
February 23, 2024
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Can I Change My Residency to Florida to Save Money on Taxes? | Ask a Savant Financial Advisor

If you split your time between a high-tax state and a low-tax state, one common question is, “Can I change my residency to save money on taxes?” The answer is – it depends.

Article
February 9, 2024
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Watch Out for These 6 Retirement Myths

Making financial preparations for retirement can seem overwhelming, especially with the amount of information available to help you with this task. It can be difficult to figure out whose advice you should follow and what strategies would best align with your financial goals.

Savant Views & News
January 18, 2024
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Retiring in 2024? What You Need to Know [On-Demand Webinar]

Having meticulously planned and saved throughout your life, you’ve reached the moment of retirement! The excitement is palpable, but there might be lingering concerns about ensuring your assets cover all your needs.

Article
January 18, 2024
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Top 5 Mistakes to Avoid in Retirement Account Planning

What happens to your retirement accounts when you die? It can be easy to overlook this simple question. But it might be one of the most important decisions you need to make.

Article
January 11, 2024
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The Retirement Success Equation

How much do you need to save for retirement? It’s not an easy question to answer because the inputs to the retirement success equation depend on an individual’s current and future situation.

Case Study
January 10, 2024
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Bill’s Victory Lap Retirement: From National Sales to Nurturing Souls

After a long and fulfilling career, it’s not always easy to determine the best way to transition to retirement. Should you stop work completely, or continue to work or volunteer part-time? See how Bill reached a decision that worked for him.