Many things have shifted since the pandemic – not the least of which is our financial footing and future plans. Some of those plans may include our primary residence – whether to keep or sell it as we work through life transitions such as retirement or a health situation.

One of the keys to building a healthy and sustainable retirement savings plan is to take full advantage of an employer-sponsored retirement account. Here are several factors to consider when reviewing your retirement plan options.

Don and Marjorie, both in their late 80s, decided to move closer to their daughter, Amy. Don’s health was declining fast and Amy knew she needed to understand her parents’ financial situation quickly. She reached out to a Savant advisor for help.

Ever wondered about your lifespan? It’s not a usual party topic, but for financial advisors, it’s a daily concern. Planning for life expectancy is vital in financial matters.

Altering a 40-year habit is challenging. Confidently flipping the switch from saving to spending to support the life you’ve earned requires regularly consulting your numbers so you can make educated and rational decisions.

When you drive around a racetrack, your margin for error decreases as your speed increases and you must have a definitive plan if something goes wrong. A critical strategy is to always keep your eyes on your target, or where you want to go.

It’s common to ask about Medicare enrollment as you approach retirement age, and the right answer really depends on your health, employment status, and current benefits.

Now is the perfect time to revive your resolutions and financial goals. It’s never too late to refocus, regardless of the time of year. Don’t be hard on yourself if you haven’t made as much progress as you expected. Remember, you did your best and now you’re ready to get back on track!

Finding the appropriate mix of insurance policies to protect your financial life can feel like a daunting task. Financial advisor Dave Huber highlights some key points to help you understand the basics of insurance.

Rob Morrison talks about how you can put your intellectual capital to work by pivoting to a transitional career (a victory lap career) as you approach retirement age.

Margo Steinlage, president of Steinlage Insurance and Joel Cundick, a Savant Wealth Management financial advisor, discuss the many intricate details of Medicare.

Financial Advisor Cory Buehler answers the question, “Do I Need to Keep My Life Insurance After I Retire?”