Thinking about retiring in Satellite Beach? A local financial advisor can help you maximize Florida’s tax benefits and build a plan for your long-term goals.

James Haygood and John Clarke, financial advisors with 20+ years’ experience serving university faculty, share overlooked yet impactful financial strategies — from tax planning to portfolio tips — in a relaxed, jargon-free session designed to enhance your long-term financial well-being.

Discover five smart retirement income strategies for Santa Fe retirees, from tax-savvy withdrawals to Social Security timing, with help from Savant advisors.

When it comes to financial planning, few factors are as pivotal — or as unpredictable — as how long you’ll live. Understanding the difference between life expectancy and longevity is key to creating a flexible, personalized strategy for lasting financial security.

The traditional retirement age of 65 is fading. Rising costs and longer lifespans mean many Americans are working past their prime. A recent survey found most middle-class Americans lack retirement confidence. Financial needs, a desire for work, and workplace changes drive this shift.

Today’s workforce is redefining what it means to retire. Are you considering a path between full-time work and complete retirement? Watch Savant Financial Advisor Libby Muldowney as she explores how to create a fulfilling lifestyle during this new phase of life.

A new lifestyle trend is emerging in financial planning: micro-retirement. Popular among Gen Z, it offers a break from traditional work to recharge, travel, or pursue passions. But is it a smart move for your future? Let’s explore.

Katherine and James retired with dreams of leisure and travel—until Parkinson’s changed everything. Now caregivers, their story reflects a rising trend: retirees facing unexpected burdens. Financial strain, emotional stress, and lost freedom are reshaping what retirement really looks like today.

Whether you’re just starting to think about retirement or fine-tuning your existing plan, this on-demand webinar is tailored to equip you with actionable insights to help you prepare for retirement by building a solid financial foundation.

I recently spoke with a thoughtful couple preparing for retirement after 31 years of work. They were curious about the “100 minus your age” rule—a common guideline that, while simple, may be dangerously misleading when applied without context.

This is a common question when you’re ready to plan your retirement income. Many people want to start Social Security payments as soon as they’re eligible at age 62, but did you know that if you wait, your benefits increase 8% annually?

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.