As retirees shift from saving during the accumulation phase to spending in the distribution phase, they frequently face emotional hurdles and uncertainties. In this FAQ, we explore typical concerns and present practical strategies to help navigate this pivotal life transition.

Medicare brings higher costs, fewer choices, and new rules in 2026. Review your plan during open enrollment to help avoid surprises.

Plan ahead for health care in retirement to help protect your lifestyle, savings, and long-term well-being.

Watch the video “A Strategic Approach to Social Security” to learn expert strategies on retirement. Get practical tips from Savant Wealth Management.

Does it make sense to consolidate your retirement accounts? Like many issues, the answer is, “It depends.” Here are some pros and cons to consider before rolling all your retirement accounts into one.

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?

Add more than “save” to your financial goal playbook. Find out how to enjoy life today while staying prepared for tomorrow.

In the world of retirement planning, few tools stir as much strategic debate as the Roth conversion. Converting pre-tax retirement assets from a traditional IRA or employer-sponsored plan into a Roth IRA can offer incredible long-term tax advantages—but it’s not without its risks.

Watch the video “5 Retirement Strategies You Need to Know” to learn expert strategies on retirement. Get practical tips from Savant Wealth Management.

Starting in 2026, high earners 50+ must make 401(k), 403(b), and 457(b) catch-up contributions as Roth. Learn what’s changing and how to prepare.

Learn how to navigate your new role as the financial spouse. Explore strategies to help with budgeting, investments, insurance, and legacy planning.

Over the last 30 years, the divorce rate for couples over 50 has doubled, according to the Pew Research Center. There are many theories about the primary causes of this trend, including empty nest syndrome, boredom, and growing apart. No matter the reason, deciding to divorce later in life can have significant implications on your retirement plan, specifically your Social Security benefits.