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?

Learn how to assess and make the most of the assets you’ve inherited, whether it’s financial investments, real estate, or other valuable property.

Retirement is a major life transition that can bring both excitement and uncertainty. While financial planning is crucial, understanding the psychological aspects of retirement is equally important for a successful and fulfilling post-career life.

It’s not just about how long you live; it’s about how to ensure your financial security thrives throughout those years. Hear from some of Savant’s financial advisors about crafting a personalized plan for a secure future.

For generations, workers have had a clear-cut career path that ended with retirement. But the world has changed dramatically in recent years, and you may now find yourself with the opportunity to reprioritize and repackage how work fits into your life.

Throughout your life, you’ve likely developed spending habits based on your perception of what you could afford. However, as you transition into phase two of your financial journey, where a regular paycheck is no longer guaranteed, this perception can hold you back from experiencing the fulfillment you’ve earned through years of hard work and preparation.

Are you ready to embark on a fulfilling journey toward a well-deserved retirement? Crafting Your Retirement Blueprint is an engaging and informative virtual workshop designed to help individuals navigate the complexities of retirement planning.

Grappling with diminished cognitive abilities can be challenging. But with thoughtful financial planning, we can chart a course that will help navigate possible changes in our mental capacities.

For those who are already retired and enrolled in Medicare or who are approaching enrollment, you should be aware of how the monthly Medicare Part B and Part D premiums are determined. If you’re already on Medicare, you are probably accustomed to paying your monthly premiums, but have you considered where these amounts came from?

It can be difficult to manage the anxiety about providing financial help your adult children. You have to walk a fine line between your desire to help them avoid the struggles you went through versus teaching them financial self-sufficiency.

Are you still paying premiums for life insurance? If so, are you sure you still need to? That might seem like a funny question if you’ve carried life insurance for a long time. However, you may not need that insurance policy anymore. It’s a question worth evaluating.

After years of focusing on saving as much as possible, in retirement you’ll need to switch gears and start recreating a paycheck with your savings. Cracking into your nest egg in a tax- and risk-efficient manner while reinvesting enough to support the rest of your life can be a complex and challenging topic.