Tag: Retiree

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October 6, 2025
5 Retirement Strategies video

5 Retirement Strategies You Need to Know Video from Savant Wealth Management

Watch the video “5 Retirement Strategies You Need to Know” to learn expert strategies on retirement. Get practical tips from Savant Wealth Management.

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September 26, 2025
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Social Security Benefits and Gray Divorce

Over the last 30 years, the divorce rate for couples over 50 has doubled, according to the Pew Research Center. There are many theories about the primary causes of this trend, including empty nest syndrome, boredom, and growing apart. No matter the reason, deciding to divorce later in life can have significant implications on your retirement plan, specifically your Social Security benefits.

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September 25, 2025
Avoiding Medicare Mistakes in Retirement Video from Savant Wealth Management

Avoiding Medicare Mistakes in Retirement Video from Savant Wealth Management

Watch the video “Avoiding Medicare Mistakes in Retirement” to learn expert strategies on retirement. Get practical tips from Savant Wealth Management.

Article
September 24, 2025
thoughtful guide to moving

A Guide to Thoughtful Moving

Take the time to process your feelings and prepare yourself for the challenges and rewards of a new beginning. Consider seeking support from friends, family, or a therapist to help you navigate the emotional rollercoaster of moving.

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September 19, 2025
Retirement Realities - Video Watch Page

Retirement Realities: Bliss or Bust Video from Savant Wealth Management

Watch the video “Retirement Realities: Bliss or Bust” to learn expert strategies on retirement. Get practical tips from Savant Wealth Management.

Article
September 17, 2025
Medicare

Confused about Medicare? Let’s Break it Down

If you’re approaching age 65 or are already enrolled in Medicare, you may find the program’s coverage options and costs confusing. Medicare is a federal health insurance program divided into four parts, each with its own coverage options and costs. Understanding what each part covers and when you can enroll in the program is crucial to ensure you have appropriate coverage for your health care needs.

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September 16, 2025
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Creating a Retirement Budget

A well-structured budget is key for planning a relaxing retirement. Key components: Understand your retirement income, categorize expenses, and track spending. Be flexible and set clear financial goals.

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September 12, 2025
aging family members

5 Steps to Help Ensure You’re Not a Burden on Your Family as You Age

Many people worry about becoming a burden on their loved ones as they get older. Here’s a five-step plan to help you reduce that worry and ensure a smoother future for yourself and your family.

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September 11, 2025
The Retirement Coach, Jack Phelps, Savant Wealth Management

Strategic Tax Decisions Before You Make Charitable Donations

Fall is prime time for charitable giving, but before you write any checks, consider these two strategies that could help benefit you and your favorite causes. We’ll explore donating appreciated stock and leveraging Qualified Charitable Distributions (QCDs) from your IRA.

Article
September 5, 2025
cost of long-term care

Long-Term Care: Are You Planning or Just Hoping?

Some people plan for retirement, but not for long-term care. Learn how proactive custodial care planning can help you protect your assets, preserve dignity, and avoid costly mistakes.

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August 27, 2025
The Retirement Coach, Jack Phelps, Savant Wealth Management

Is Labor Day Still a Holiday for You?

As we head into another Labor Day weekend, let’s applaud those who’ve achieved financial independence! If you’re among this elite group, congratulations! You’ve earned the freedom to live life on your terms!

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August 15, 2025
Confident Spending in Retirement Webinar graphic

Confident Spending in Retirement [On-Demand Webinar] Video

Watch the video Confident Spending in Retirement. Financial advisor Joel Cundick discusses the mental shift involved in the retirement transition from saving to spending, with ideas about allocating your spending on what will be most meaningful to you.

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