Tag: Retiree

Case Study
January 10, 2024
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Bill’s Victory Lap Retirement: From National Sales to Nurturing Souls

After a long and fulfilling career, it’s not always easy to determine the best way to transition to retirement. Should you stop work completely, or continue to work or volunteer part-time? See how Bill reached a decision that worked for him.

Article
January 4, 2024
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Planning to See the World as a Retiree

Once the kids are out of the house, many empty nesters are faced with too much free time. When considering what to do, one popular option for retirees is travel.

Article
January 3, 2024
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A Retirement Pre-Mortem: What Could Go Wrong, and What Can You Do to Limit Mistakes?

As their retirement approaches, most people tend to focus heavily on the financial element of their planning. But the financial capacity to retire is merely one area of several critical elements involved in effective retirement planning.

Article
January 3, 2024
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Building Your Retirement Dream Team

One way to help ensure you’re getting holistic feedback on your retirement plans is to form your own retirement “dream team” — a sort of personal board of directors to assist you as you transition away from work.

Article
January 3, 2024
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Need Help Envisioning Retirement? Create Your Eulogy

When you write your eulogy, you get a clear picture of how you think about yourself. These insights can help you gain perspective into what the rest of your life could look like. Consider it the first draft of your retirement plan.

Savant Views & News
December 22, 2023
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Will SECURE Act 2.0 Impact Your Retirement? [On-Demand Webinar]

Anne Mank, Savant’s director of financial planning, and Joe Marmorato, private client group planner, explore the potential implications of SECURE 2.0 on your retirement planning and financial security.

Home
December 15, 2023
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Estate Planning Basics White Paper

Estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. Your particular estate planning needs will depend on your age, health, life stage, goals, the types of assets you own, level of wealth, and many other factors. Learn more in this white paper.

Article
December 14, 2023
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5 Tax Implications of the Snowbird Lifestyle

Are you tired of shivering during the cold winter months? Maybe you’re ready to join the leagues of retirees who migrate to a warmer climate when the first frost occurs each year.

Savant Views & News
December 14, 2023
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Estate Planning Essentials [On-Demand Webinar]

This educational webinar explores vital steps and strategies needed to protect your assets upon retirement and leave a lasting legacy for generations to come.

Article
December 11, 2023
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What You Need to Know Before Gifting Money to Family

The last few years have been tough on many families, and parents and retirees may feel compelled to help family members who have recently suffered economic hardship. Keep these considerations in mind before writing a check.

Article
December 1, 2023
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Income Distribution in Retirement

Life transitions can be difficult and one that is often underestimated is retirement. When the day finally comes, most retirees are unprepared for what happens next.

Savant Views & News
November 17, 2023
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Gearing Up for Retirement [On-Demand Webinar]

Are you approaching retirement age and looking to navigate this exciting phase of your life with confidence? Or perhaps you’re planning way ahead, eager to take control of your financial future.