Tag: Retirement Planning
AI Will Change Financial Planning, But It Won’t Replace the Human Advisor
Savant Wealth Management CEO Brent Brodeski discusses AI’s effect on financial planning and why it won’t replace human advisors.
Why Money Alone Isn’t Enough: The Surprising Drivers of Retirement Happiness
A happy retirement is about more than money, it’s built on confidence, purpose, relationships, and thoughtful planning.
What Is This “Backdoor Roth IRA” and Is It For Me?
Learn how a Backdoor Roth IRA works and whether it’s a smart strategy for high‑income earners. Explore key differences between Traditional and Roth IRAs, tax implications, contribution rules, and how this approach may help strengthen your long‑term retirement plan.
Why Fiduciary Advice Matters for Naperville Residents Seeking Long-Term Financial Guidance
Discover why fiduciary advice matters for Naperville, IL, residents seeking long-term financial planning and fee-only guidance.
High-Touch Retirement Planning in a High-Tech World Video from Savant Wealth Management
Watch the video “High-Touch Retirement Planning in a High-Tech World” to learn expert strategies on retirement. Get practical tips from Savant Wealth Management.
Retirement Planning for High-Earning Professionals in Naperville
Learn how retirement planning in Naperville, IL, can help high-income professionals reduce taxes, optimize investments, and plan with a fiduciary advisor.
What Nick Saban and Andy Grove Can Teach Us About Successful Investing
During times like these, investors can benefit from taking a page out of the playbooks of Hall of Fame football coach Nick Saban and legendary Intel CEO Andy Grove.
Planning a Semi-Retired Life
The possibility of a delayed or semi-retirement is more relevant than ever. With many working remotely from home, semi-retirement provides an opportunity to leverage these new possibilities to leave corporate life sooner and develop work/life balance at a younger age.
Retirement Income Strategies for 2026 Video from Savant Wealth Management
Watch the video “Retirement Income Strategies for 2026” to learn expert strategies on retirement. Get practical tips from Savant Wealth Management.
Questions to Ask Before Helping Your Grown Children During Retirement
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.
How a Financial Advisor in Lancaster Can Help You Navigate Inheritance and Long-Term Care Costs
Learn how inheritance planning in Lancaster and long-term care financial planning in Pennsylvania can help protect heirs, manage taxes, and support aging parents.
Financial Planning for Lancaster Families Managing College and Retirement Goals
Learn how Lancaster, PA, families can balance college and retirement goals with fiduciary advice and long-term financial planning.