Tag: Retiree

Article
May 10, 2026
Retirement Rules

Retirement Rules: Which to Follow, Which to Rethink

Retirement rules can offer a starting point, but your goals, risk tolerance, income needs, and withdrawal strategy should guide your investing decisions.

Article
April 30, 2026
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Are Target-Date Funds Enough for Retirement? 

Target-date funds are common in 401(k)s. Learn how glide paths, inflation, and longevity factor into retirement planning.

Article
April 21, 2026
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Don’t Sabotage Your Financial Future by Overbuying on a Home

Thinking of upgrading your home? Learn why overspending can jeopardize retirement and how smart planning keeps your financial future secure.

Article
April 3, 2026
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Avoiding Loneliness in Retirement

Retirement can be a wonderful time to pursue your passions and enjoy life. However, it can also be a time when you feel lonely and disconnected from the world around you. Here are some steps you can take to stay engaged.

Article
March 31, 2026
investing in retirement

Why Boring Investing Often Works Best in Retirement 

Why we believe diversification, discipline, and so-called boring investments often matter most for retirees focused on income and long-term stability.

Article
March 23, 2026
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Watch Out for These 6 Retirement Myths

While navigating the sea of retirement advice can feel overwhelming, don’t let it stall your saving efforts. Debunking these myths can help empower you to take charge and build a brighter retirement future.

Article
March 11, 2026
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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.

Article
March 11, 2026
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5 Retirement Mistakes That Can Cost You Later

As you approach retirement, it’s easy to feel like time is running out. Don’t let mistakes hold you back from achieving your ideal retirement. Learn from others and start planning now to avoid common pitfalls.

Article
March 6, 2026
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Securing Your Retirement: Deciding When to Claim Social Security Benefits

One of the many complex decisions you’ll face as you approach retirement is when to claim Social Security benefits. This decision can have a significant impact on your financial well-being in retirement.

Article
March 5, 2026
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Retiring Single? Five Key Questions to Guide Your Plan

Planning for retirement as a single? Learn how to build a confident, independent future with smart strategies.

Article
March 4, 2026
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Evolving Your Financial Mindset: The Path from Accumulation to Distribution

As retirees shift from saving during the accumulation phase to spending in the distribution phase, they frequently face emotional hurdles and uncertainties. In this FAQ, we explore typical concerns and present practical strategies to help navigate this pivotal life transition.

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March 4, 2026
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Can I Still Retire in a Down Market? | Ask a Savant Financial Advisor

The fear of a market downturn often paralyzes retirees. But bear markets are a normal part of investing. The key to a successful retirement isn’t avoiding them, but being prepared for them.

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