Tag: Retiree
Can I Financially Support My Parents and Still Retire? | Ask a Savant Financial Advisor
If you’ve been asked to financially support a loved one, it’s important to maintain perspective – and healthy boundaries. There are a number of meaningful ways you can help a loved one that won’t involve putting your retirement savings at risk.
Developing a Tax-Smart Retirement Income Strategy
Retirement is meant to be a relaxing time after years of hard work. Careful, tax-smart retirement planning can help protect your assets from unnecessary taxes and help set your mind at ease.
The Inside Scoop: How Financial Advisors Plan Their Retirement [On-Demand Webinar]
Ever wondered how financial advisors prepare for their own golden years? Do these professionals who manage wealth and help others plan for retirement have inside secrets?
Future-Proofing Your Home: A Guide to Aging-In-Place Remodeling
As we age, it’s natural to consider ways to adapt our home so we can stay in it longer. But how do you ensure that your home aligns with your evolving needs while maintaining its aesthetic appeal? We spoke with a senior partner at KGA Studio Architects in Denver, CO, a nationally recognized architectural studio that specializes in residential design.
How Long Will My Money Last in Retirement? | Ask a Savant Financial Advisor
Running out of money is a major concern for retirees in America. According to a recent survey, retirees are more concerned about running out of money than dying!
Maximizing Your 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.
Unlocking Your Inheritance: Smart Strategies for Retirement [On-Demand Webinar]
Learn how to assess and make the most of the assets you’ve inherited, whether it’s financial investments, real estate, or other valuable property.
The Psychology of Retirement [On-Demand Webinar]
Retirement is a major life transition that can bring both excitement and uncertainty. While financial planning is crucial, understanding the psychological aspects of retirement is equally important for a successful and fulfilling post-career life.
Working on Your Own Terms: A Guide to Semi-Retirement [On-Demand Webinar]
For generations, workers have had a clear-cut career path that ended with retirement. But the world has changed dramatically in recent years, and you may now find yourself with the opportunity to reprioritize and repackage how work fits into your life.
When You Transition to Retirement, Remember the Lid is No Longer on the Jar
Throughout your life, you’ve likely developed spending habits based on your perception of what you could afford. However, as you transition into phase two of your financial journey, where a regular paycheck is no longer guaranteed, this perception can hold you back from experiencing the fulfillment you’ve earned through years of hard work and preparation.
Financial Steps to Prepare for Cognitive Decline
Grappling with diminished cognitive abilities can be challenging. But with thoughtful financial planning, we can chart a course that will help navigate possible changes in our mental capacities.
Medicare Premiums: How Are They Set and What Can You Do to Adjust Them?
For those who are already retired and enrolled in Medicare or who are approaching enrollment, you should be aware of how the monthly Medicare Part B and Part D premiums are determined. If you’re already on Medicare, you are probably accustomed to paying your monthly premiums, but have you considered where these amounts came from?