Tag: Retiree

Article
June 27, 2025
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Countdown to Retirement

Retirement is a well-deserved reward for a lifetime of hard work. But before you can fully embrace those golden years, some crucial planning is necessary. Here’s a roadmap to consider as you embark on this exciting new chapter.

Article
June 23, 2025
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Planning a Semi-Retired Life

The possibility of a delayed or semi-retirement is more relevant than ever. With many working remotely from home, semi-retirement provides an opportunity to leverage these new possibilities to leave corporate life sooner and develop work/life balance at a younger age.

Article
June 20, 2025
spending money

The Surprising Truth About Spending: How to Use Your Wealth to Boost Happiness

The idea of “spending more” isn’t a departure from wise planning—it’s the natural evolution of it. You’ve worked hard to build your wealth.

Article
June 19, 2025
healthcare costs in retirement

How to Plan for Healthcare Costs in Retirement

Planning for healthcare costs in retirement is essential but often overlooked. With an estimated $165,000 needed for medical expenses, understanding Medicare, supplemental insurance, and savings options like HSAs can help secure your financial future while maintaining your desired lifestyle.

Article
June 18, 2025
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Retirement Prep 101: Reviewing Your Social Security Benefits

Many people overlook their Social Security benefits before retirement. Fortunately, the Social Security Administration makes it easy to access your estimated benefits online.

Article
June 13, 2025
retirement account planning graphic

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
June 11, 2025
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Should You Consolidate Your Retirement Accounts?

Does it make sense to consolidate your retirement accounts? Like many issues, the answer is, “It depends.” Here are some pros and cons to consider before rolling all your retirement accounts into one.

Article
June 10, 2025
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Retirement Myths Debunked

Naturally, people fear losses more than they value gains. This is why many clients worry about financial setbacks. We often see “financial F.E.A.R.” – False Evidence Appearing Real. These fears often have a basis in truth but require deeper understanding. Here are four common retirement fears.

Savant Views & News
May 16, 2025
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10 Financial Strategies Most University Professionals Miss [On-Demand Webinar]

James Haygood and John Clarke, financial advisors with 20+ years’ experience serving university faculty, share overlooked yet impactful financial strategies — from tax planning to portfolio tips — in a relaxed, jargon-free session designed to enhance your long-term financial well-being.

Article
April 29, 2025
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Afraid of Outliving Your Money? How Focusing on Longevity Can Help

When it comes to financial planning, few factors are as pivotal — or as unpredictable — as how long you’ll live. Understanding the difference between life expectancy and longevity is key to creating a flexible, personalized strategy for lasting financial security.

Article
April 25, 2025
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A New Retirement Reality: Working Beyond the Traditional Age

The traditional retirement age of 65 is fading. Rising costs and longer lifespans mean many Americans are working past their prime. A recent survey found most middle-class Americans lack retirement confidence. Financial needs, a desire for work, and workplace changes drive this shift.

Home
April 16, 2025
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Working on Your Own Terms: A Guide to Semi-Retirement [On-Demand Webinar]

Today’s workforce is redefining what it means to retire. Are you considering a path between full-time work and complete retirement? Watch Savant Financial Advisor Libby Muldowney as she explores how to create a fulfilling lifestyle during this new phase of life.

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