Tag: Retiree

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 healthcare needs.

Making a Charitable Donation? Consider These Tax-Saving Strategies
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.

How to Plan for Retirement If You’re Behind at Age 50
If you’re nearing retirement age without enough saved, you’re not alone. Many people face this challenge. However, there are strategies to help you build a more secure financial future, even if you’re starting late.

Your Year-End Financial Planning Checklist
As 2024 draws to a close, it’s time to take stock of your financial situation and make strategic moves. From maximizing retirement contributions to optimizing tax benefits and exploring charitable giving, there are several actions you can take now to improve your financial health. Let’s dive into some year-end financial planning tips.

Planning for a Lasting Retirement [On-Demand Webinar]
Are you ready to embark on a new chapter in your life? Retirement is a significant milestone that deserves careful planning. With so many important decisions to make, it can be overwhelming to know where to start.

Should You Rent or Buy a Vacation Home?
Have you ever wondered if owning a second home is right for you? Review the checklist that helps compare the pros and cons of buying vs. renting.

How to Settle Your Parents’ Estate [On-Demand Webinar]
Losing a parent is one of life’s most challenging experiences, and the administrative responsibilities that follow can be overwhelming.

How Do I Have “The Talk” With My Aging Parents? | Ask a Savant Financial Advisor
Are you worried about your aging parents? Maybe they’re facing health challenges, or you’ve heard unsettling stories from friends. You know you need to talk with them about their plans for the future, but where do you begin?

Is Labor Day Still a Holiday for You?
As Labor Day approaches, let’s applaud those who’ve achieved financial independence! If you’re among this elite group, congratulations! You’ve earned the freedom to live life on your terms!

Planning to See the World as a Retiree
Once the kids are out of the house, many empty nesters are faced with too much free time. When considering what to do, one popular option for retirees is travel.

Strategies for Confident and Impactful Spending in Retirement [On-Demand Webinar]
Enjoyed your years of saving but unsure how to spend? Don’t let guilt or fear hold you back. Watch this recorded webinar to help you develop smart spending strategies for a fulfilling retirement.

What NOT to Invest
Investing in retirement is different from investing during your working years. A key strategy is knowing which part of your retirement portfolio should not be invested. Though it may seem counterintuitive, this approach can help capture higher long-term market returns.