Tag: Retirement Planning

Article
February 4, 2026
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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.

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January 30, 2026
High-tech world retirement planning

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.

Article
January 27, 2026
The Retirement Coach, Jack Phelps, Savant Wealth Management

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. 

Article
January 27, 2026
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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.

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January 26, 2026
Retirement Income Strategies in 2026

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.

Article
January 23, 2026
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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.

Article
January 21, 2026
long-term care

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.

Article
January 21, 2026
college savings and retirement goals

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.

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January 16, 2026
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5 Retirement Strategies You Need to Know Video from Savant Wealth Management

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

Article
January 16, 2026
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Health Care, Wellness, and Financial Planning

Staying healthy and financially fit go hand in hand. Just like regular workouts build physical strength, consistent financial habits can help create long-term stability. From healthcare choices to smart savings strategies, here are five ways to strengthen your financial health.

Article
January 16, 2026
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Should You Consolidate Your Retirement Accounts?

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.

Article
January 13, 2026
employee engagement retirement planning

Making Retirement Plans Work for Everyone: Practical Ways to Increase Engagement

If you’re an employer or plan sponsor, you have the ability to help make saving for retirement simpler, friendlier, and more effective for everyone.

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