Many of us dream of our retirement day and how wonderful it will feel to finally be in control of our own schedule. We diligently work through the details of our financial plan each year to hit the mark. But anything can happen between now and then, and some of those things may be out of our control and we mitigate them as best we can. There may be other factors within your control that you may have overlooked. Here are three key retirement planning areas that are often missed.

It can be scary and difficult to talk to your family about your finances. But the holidays can present a perfect opportunity to start the conversation.

We recently discussed how to create a personalized retirement income strategy with Bob Witt, a financial advisor in Savant’s Lincolnshire, IL office.

2022 hasn’t exactly been a banner year for the U.S. economy. If recent events have caused you to think twice about retiring, you’re not alone. Financial advisor Justin Smith provides three action items to help you decide.

You may have heard your friends or even your advisor talk about it: a backdoor Roth IRA conversion. What is it, and how do you know whether it’s right for you?

Join three Savant financial advisors for a panel discussion around common strategies and foundational beliefs to assist you in your retirement journey.

You may already have a will or estate plan in place to guide your heirs in distributing your money or possessions after you die. Does that plan also address how you would like your life to be honored?

Last week, the Social Security Administration (SSA) announced its 2023 cost of living adjustment, or COLA, would be 8.7%, the highest adjustment since 1981. The increase, which is based on the Consumer Price Index, affects around 70 million Americans, providing more than a $140 monthly increase for the average Social Security recipient.

Today’s uncertain financial environment, combined with the limited availability of traditional retirement income sources, has placed a greater responsibility on investors to find ways to improve their chances of success.

Cooler weather may have you thinking about moving to someplace warm, maybe even to a tropical paradise outside the U.S. You may also be thinking of downsizing or finding a home in a place with a lower cost of living to help you stretch your retirement dollars.

After years of full-time employment, it’s easy to get used to receiving a regular salary and benefits. As you prepare to retire, review these common traps so you can increase your chances of avoiding them.

While living abroad may be at the top of your retirement bucket list, doing so requires careful planning.