Client Login 401(K) Login

Tag: Retiree

Article
January 15, 2021
Scams that Target Retirees:

Financial Scams that Target Retirees: What to Watch for

With the proliferation of technology, many retirees are increasingly targeted in financial scams. Building awareness of the common risks can help protect them from playing into the hands of cyber criminals.

January 14, 2021
Working or Retiring in 2021? Savant webinar

Retirement in the New Year Webinar

Thinking about retiring in 2021? A new year offers a fresh beginning to think about your retirement and the possibilities. It can feel exciting and overwhelming and you may have a lot of questions.

Article
January 7, 2021
Adequate Insurance Coverage: Am I adequately insured?

Am I Adequately Insured?

Finding the appropriate mix of insurance policies to protect your financial life can feel like a daunting task. Financial advisor Dave Huber highlights some key points to help you understand the basics of insurance.

Media Mention
December 28, 2020
Life in Retirement with John Ruedi

Living Your Best Life in Retirement

John Ruedi wrote “Living Your Best Life in Retirement” for The Pantagraph, a daily newspaper that serves Bloomington-Normal and eight counties in the Central Illinois area.

Article
December 1, 2020
Retirement

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

Whether you’re changing jobs or retiring, there are important questions about what action to take with your 401(k), 403(b), and other employer sponsored retirement plans. Financial advisor Kevin Kingston walks through several considerations in his blog post.

Cents of Self
November 24, 2020
Gifting Money to Family

What You Need to Know Before Gifting Money to Family

As the pandemic continues, more retirees may feel compelled to help family members who find themselves in a difficult financial situation this year. Before you write a check, take a moment to think about four important considerations.

Home
November 18, 2020

Year-End Tax Planning and Strategies | On-Demand Video

In this recorded webinar, Kelli Peterson, Dominick Parillo, and Peter Doyle provide a summary of 2020 tax updates and year-end tax planning strategies to consider.

Article
November 18, 2020
the case for cash

The Case for Cash

We’ve all heard the saying “cash is king,” but what does that mean in a low interest rate environment? Financial advisor Chris Ruedi looks at how cash can be used in a portfolio and examines how much is enough to have on hand.

Article
November 12, 2020
Enroll in Medicare at 65 to avoid penalties

Enroll in Medicare at 65 and Consider Delaying Social Security

If you are one of millions of “Boomers” reaching age 65 each year, you must enroll in Medicare on time to avoid penalties. Financial advisor Kevin Kingston provides a helpful overview of important details you need to know about the enrollment process.

Article
November 10, 2020
Before You Retire

Retirement Planner eBook: Nine Questions to Answer Before You Retire

The transition to retirement presents complex decisions. This retirement eBook will outline nine questions to consider before you stop working.

Article
November 3, 2020
Benefits of Lump-Sum Pension Plan

Benefits of Lump-Sum Pension Options

As more employers shift from pensions to 401(k) plans, more employees will need to figure out how to handle their options. Financial advisor Chris Ruedi discusses some of the benefits of lump-sum pension options.

Savant Views & News
October 22, 2020
Get Your Financial House in Order

Estate Planning in the New Normal | On-Demand Video

Hear the latest guidance and tips from professionals who navigate estate planning challenges with families every day.