Tag: Retiree
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.
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.
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.
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.
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.
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.
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.
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?
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.
How Could the American Families Plan Impact the Taxation of Your Vacation Home?
If you have a second home or are thinking about purchasing one, you may want to think about how the proposed American Families Plan may affect how it is taxed. Financial advisor Jeff Lewis takes a closer look.
Dynamics of Purchasing a Vacation Home in Retirement
Family vacation homes often provide a retreat for you and your family to gather and enjoy each other’s company. Financial advisor Jeff Lewis discusses the emotional attachment and unique planning challenges that can come from owning a second home.
Should I Hire A Financial Advisor?
Finding a financial advisor can be a complicated and sometimes confusing process. Financial advisor Maureen Wright provides a list of important questions to ask and other considerations to help you narrow down the possibilities during your search.