Tag: Retiree

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.

Article
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.

Article
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.

Article
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
Woman looking out of a window

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.

Article
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.

Article
June 30, 2021
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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.

Article
June 8, 2021
Vacation Home

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.

Article
June 1, 2021
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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.

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