Tag: Retiree

Article
January 16, 2026
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Health Care, Wellness, and Financial Planning

Staying healthy and financially fit go hand in hand. Just like regular workouts build physical strength, consistent financial habits can help create long-term stability. From healthcare choices to smart savings strategies, here are five ways to strengthen your financial health.

Article
January 16, 2026
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Should You Consolidate Your Retirement Accounts?

Does it make sense to consolidate your retirement accounts? Like many issues, the answer is, “It depends.” Here are some pros and cons to consider before rolling all your retirement accounts into one.

Article
January 12, 2026
retirement planning Vienna, VA

Retirement Planning for Federal Employees in Vienna, Virginia 

Learn how federal employees in Vienna, Virginia can coordinate TSP, pensions, and taxes with a fiduciary advisor for a more confident and efficient retirement plan.

Home
November 14, 2025
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Key Habits for Successful Retirees Video from Savant Wealth Management

Watch the video “Key Habits for Successful Retirees” to learn expert retirement strategies. Get practical tips from Savant Wealth Management.

Article
October 22, 2025
qualified charitable distributions (QCDs)

Making Sense of RMDs in 2025: Practical Ways to Manage Taxes and Give Back

Turn your 2025 RMD into a gift. Learn how qualified charitable distributions (QCDs) can help lower taxes while supporting causes you care about.

Article
October 20, 2025
retirement planning

How a Financial Advisor in Wyomissing Can Help You Plan for a Tax-Efficient Retirement

Build a tax-smart retirement plan in Wyomissing with a fiduciary advisor. Minimize taxes on income, Social Security, and investment withdrawals.

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October 14, 2025
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What Can I Do about Healthcare in Retirement? | Ask a Savant Financial Advisor

When planning your retirement, it’s common to feel a bit lost when it comes to your healthcare coverage. After all, your health insurance has likely been provided by your employer throughout the course of your career, so now what?

Article
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.

Home
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.

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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.

Article
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.

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