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Tag: Retiree

Article
February 17, 2021
ESG investing is an accelerating trend - more investors are deciding to align their portfolios with their beliefs every year.

ESG Investing: Does Investing for Good Impact Performance?

While few can afford the philanthropic reach of well-known billionaires, mainstream investors can now align their investment portfolios with their personal beliefs. Senior investment research analyst Eamon Verdone provides more information about ESG Investing and how it may impact performance.

February 10, 2021
Live Webinar

Your Retirement Victory Lap Webinar

People in their 50s and 60s are now frequently blurring the lines between work and retirement by starting a transitional career. Could that be the right path for you?

Article
February 1, 2021
Benefits of Being a Semi-Retired Professional

Planning a Semi-Retired Life

According to the U.S. Census Bureau and the Bureau of Labor Statistics, 13 million Americans age 65 and older will be in the labor force by 2024. Thanks to modern technology and the ability to work from home, you may have more options to be semi-retired. This blog post poses six questions to help you start planning.

Article
January 25, 2021
health care subsidies in retirement

Health Care Subsidies in Retirement – What You Need to Know

Health care continues to be one of the largest expenses in retirement. If you’re looking for a way to retire before age 65 and bridge the health coverage gap, this post presents a strategy using health care subsidies that can help reduce your expenses.

Savant Views & News
January 22, 2021
Retirement Questions

Retirement in the New Year | On-Demand 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 at the same time and you may have a lot of questions.

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
Retirement Questions

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.

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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.