Planning for retirement is more than just crunching numbers and chasing a dollar figure. It’s about entering your next chapter with the right frame of mind. A hidden obstacle may be a scarcity mindset. Let’s explore how this mindset can derail your retirement dreams and what you can do to overcome it.

After years of focusing on saving as much as possible, in retirement you’ll need to switch gears and figure out a way to replace your paycheck with your savings. Cracking into your nest egg in a tax- and risk-efficient manner while reinvesting enough to support the rest of your life can be a complex and challenging topic.

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.

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.

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.

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.

As their retirement approaches, most people tend to focus heavily on the financial element of their planning. But the financial capacity to retire is merely one area of several critical elements involved in effective retirement planning.

When you write your eulogy, you get a clear picture of how you think about yourself. These insights can help you gain perspective into what the rest of your life could look like. Consider it the first draft of your retirement plan.

This educational webinar explores vital steps and strategies needed to protect your assets upon retirement and leave a lasting legacy for generations to come.

Health Savings Accounts, or HSAs, can be a powerful strategic weapon for amassing a healthcare nest egg until you sign up for Medicare.

What does having enough mean to you? Let’s examine some possible meanings and how you may want to explore all aspects of having enough. Though it can mean something different to everyone, the question is worth exploring.

Are you or a loved one considering the possibility of aging in place? This informative and insightful webinar explores practical steps and innovative solutions to help you create a living space that adapts to your changing needs.