Tag: Retiree
Will Your Assets Be Enough for Retirement? [On-Demand Webinar]
Financial advisors Chris Ruedi and Brad Stewart provide valuable insight on assessing your current financial situation and determining if your assets are aligned with your desired retirement lifestyle. They also discuss what to do when things don’t go as planned.
How Do I Take Money Out of My Account When I Retire? | Ask a Savant Financial Advisor
Savant Financial Advisor Jakob Loescher addresses the question, “How do I Take Money Out of My Portfolio When I Retire?”
Retiring Solo: How Linda Prepared with Savant’s Help
More than half of women and nearly a third of men over 65 enter retirement widowed, divorced, or never married. Without a spouse or partner, some solo retirees often worry about being able to retire comfortably on their own. That was the case for Linda, who turned to Savant for help.
Can I Still Retire in a Down Market? | Ask a Savant Financial Advisor
Financial advisor Jakob Loescher answers the question, “Can I Still Retire in a Down Market?”
How Do I Know When I Can Retire? | Ask a Savant Financial Advisor
Watch financial advisor Joel Cundick answer the question, “How do I know when I can retire?” and why it’s more than just a math equation.
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.
Can My Ex Take My 401(k) in a Divorce? | Ask a Savant Financial Advisor
Few things turn a retirement plan upside down more than a divorce. You may be worried you will have to abandon your retirement plan if your 401K is divided in a divorce, and you very well may be right.
6 Things You Need to Know About Medicare
Medicare is a federal health insurance program that provides coverage to millions of Americans. Understanding the basics of Medicare is essential for anyone who wants to make informed decisions about their healthcare coverage. Here are six things you need to know.
When Should I File For Social Security? | Ask a Savant Financial Advisor
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?
4 Ways to Turn Your Retirement from Surviving to Thriving
It’s common to see headlines that ask, “Have You Saved Enough for Retirement?” But what if you’re ahead of the game? At this level, there are additional resources and tools you can use to expand your options. Here are several to consider.
Understanding the “Rule of 55” for Early Retirement
Retiring in your 50s may sound appealing, but it’s not always easy to make withdrawals from your employer-sponsored, tax-deferred retirement account.
Prepping for Retirement, Financially and Emotionally
Retirement is a significant milestone and brings with it a significant shift in identity and purpose. Without proper planning, this can lead to feelings of uncertainty and loss of control. By taking the time to reflect on how retirement fits into your identity, creating a purposeful schedule, and developing a cash flow plan, you can make the most of this new and exciting chapter in your life.