Tag: Retiree

Savant Views & News
October 6, 2021
Savant Wealth Management Webinar

Relocating in Retirement [On-Demand Webinar]

You may be dreaming of warmer weather and sunshine when you retire. But moving to another state involves more than you might think, including state and local tax and estate planning considerations.

Article
September 28, 2021
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What’s Keeping You from Retiring Early?

After a hard day at the office, the prospect of retiring to a life of leisure may seem attractive. But if you’re not quite ready to permanently step away from the job, you might want to explore your desires, fears, and abilities.

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September 22, 2021
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Unhappy in Retirement? Three Things to Consider Before Returning to Working Life

What happens when retirement isn’t all it was cracked up to be? It might mean returning to work, which may seem logical if you find yourself restless, bored, or otherwise unfulfilled.

Article
September 13, 2021
Retirement

Benefits of Rolling Over Your 401(K) to an IRA

One of the most important decisions to be made when you are retiring or changing jobs is what action to take with your 401(k), 403(b), or any other employer-sponsored retirement plans. Financial advisor Kevin Kingston walks through several considerations.

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September 9, 2021
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The Pandemic’s Effect on Plans for Retirement

While COVID-induced layoffs and furloughs accelerated retirement plans for some, Savant wanted to learn more about the pandemic’s effects on retirement plans for high-net-worth investors and whether factors like age or gender made a difference. See what our research found.

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September 9, 2021
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The Relevance of “Retirement”

The concept of retirement – as we know it – has been around for more than a century with a premise of saving for “old age.” Savant’s retirement research paints a different picture of today’s retiree.

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September 7, 2021
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Preventing a “False-Start” Retirement

Most of us know someone who experienced a false-start retirement. After many rounds of golf or several vacations, they feel unfulfilled and return to work. Find out more about how to avoid a false-start retirement and the numbers behind this phenomenon.

Article
August 25, 2021
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It Takes a Village to Combat Elder Financial Abuse

Elder abuse is fairly common, affecting at least one in 20 older adults. It takes a team of people – including financial and other advisors, family members, and the individual – to ensure the right protections are in place to prevent it from happening.

Savant Views & News
August 5, 2021
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Preserving Your Health in Retirement [On-Demand Webinar]

Longevity educator Scott Fulton shares the science behind how we can influence our rate of aging and how to make health investments that can pay us back in years.

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August 3, 2021
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On Tithing and Retirement Income Planning

People of many faiths choose to tithe for various reasons. If you contribute to your place of worship in this way, it may be worthwhile to consult a financial advisor to see how it fits with your retirement plan.

Article
July 29, 2021
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Retirement Advice for Michael Scott of “The Office”

What if Michael Scott did not leave Dunder Mifflin to move to Colorado with Holly? What if he retired from Dunder Mifflin instead? What advice would be helpful to Michael as he prepares to retire as the world’s best boss?

Article
July 21, 2021
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Choosing an Assisted Living Community

When searching for an assisted living community for your loved one, it’s difficult to know exactly what to look for or which amenities matter most. Regional marketing specialist John Ruedi provides a helpful overview of key considerations as you evaluate your options.

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