Tag: Retirement Planning
Should You Pay Off Your Mortgage Before You Retire?
Explore key factors to decide if paying off your mortgage before retirement is the right move for you.
Why Plan Sponsors Should Be Thankful for Retirement Plans This Season
Your retirement plan is not just a checkbox; it can be a strategic advantage that helps to set your organization apart in recruiting and retention.
From College Savings to Retirement Security: Essential Financial Lessons for College-Bound Teens
What financial habits will my teen carry into adulthood? And how can we use this moment to lay the groundwork for long-term financial security, including retirement?
Evolving Your Financial Mindset: The Path from Accumulation to Distribution
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.
Financial Planning for St. Charles Families Navigating College and Retirement Goals
Balance college and retirement goals with experienced financial planning in St. Charles, IL. Partner with a fee-only advisor to help build a smart, tax-efficient plan.
2026 Medicare Updates: Higher Costs, Fewer Choices, Big Decisions
Medicare brings higher costs, fewer choices, and new rules in 2026. Review your plan during open enrollment to help avoid surprises.
Protect Your Lifestyle: How to Plan for Health Care in Retirement
Plan ahead for health care in retirement to help protect your lifestyle, savings, and long-term well-being.
How a Financial Advisor in Wyomissing Can Help You Plan for a Tax-Efficient Retirement
Build a tax-smart retirement plan in Wyomissing with a fiduciary advisor. Minimize taxes on income, Social Security, and investment withdrawals.
How to Choose a Financial Advisor for Your Retirement Goals in Scottsdale
Learn how to choose a fiduciary financial advisor in Scottsdale for retirement planning that aligns with your goals, lifestyle, and income needs.
A Strategic Approach to Social Security Video from Savant Wealth Management
Watch the video “A Strategic Approach to Social Security” to learn expert strategies on retirement. Get practical tips from Savant Wealth Management.
What Is This “Backdoor Roth IRA” and Is It For Me?
As year-end approaches, many individuals review their income, assess their retirement savings strategy, and determine the best ways to maximize their contributions. For some, this includes deciding whether to contribute to a Traditional IRA or a Roth IRA – and the potential use of a Backdoor Roth IRA.
The Retirement Success Equation
The age-old question of whether $1 million is enough for retirement continues to spark debate, but the truth is, there’s no one-size-fits-all answer. It’s time to move beyond general guidelines and focus on a more personalized approach.