Tag: Retirement Planning

Article
March 13, 2026
stock compensation

An Introduction to Restricted Stock and RSUs

Restricted stock and restricted stock units are two popular types of equity compensation. We break down how they work and vest, and how they are taxed.

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March 13, 2026
Affluent Retirees

Key Habits of Affluent Retirees Video from Savant Wealth Management

Watch the video “Key Habits of Affluent Retirees” to learn expert strategies on retirement. Get practical tips from Savant Wealth Management.

Article
March 11, 2026
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Income Distribution in Retirement

Life transitions can be difficult and one that is often underestimated is retirement. When the day finally comes, most retirees are unprepared for what happens next.

Article
March 10, 2026
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Are You Ready to Retire? Watch for These Clues

Wondering if you’re ready to retire? Learn what to expect financially, emotionally, and socially with these tips designed to help create a smooth transition.

Article
March 9, 2026
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Don’t Sabotage Your Financial Future by Overbuying on a Home

Thinking of upgrading your home? Learn why overspending can jeopardize retirement and how smart planning keeps your financial future secure.

Article
March 6, 2026
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Securing Your Retirement: Deciding When to Claim Social Security Benefits

One of the many complex decisions you’ll face as you approach retirement is when to claim Social Security benefits. This decision can have a significant impact on your financial well-being in retirement.

Article
March 5, 2026
retiring single, single person in retirement

Retiring Single? Five Key Questions to Guide Your Plan

Planning for retirement as a single? Learn how to build a confident, independent future with smart strategies.

Article
March 5, 2026
retirement plan sponsors, aging workforce

Preparing for an Aging Workforce: What Retirement Plan Sponsors Should Know

For many organizations, workers aged 55 and older may be the fastest growing segment of their labor force. For retirement plan sponsors, this trend can present both opportunities and challenges.

Article
March 4, 2026
The Retirement Coach, Jack Phelps, Savant Wealth Management

Before You Put Your Home on the Market: One Step That May Help Protect Your Sale

Before you put your home on the market, there is one proactive step that can help reduce uncertainty, protect your negotiating position, and increase the likelihood of a smooth closing.

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March 4, 2026
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Can I Still Retire in a Down Market? | Ask a Savant Financial Advisor

The fear of a market downturn often paralyzes retirees. But bear markets are a normal part of investing. The key to a successful retirement isn’t avoiding them, but being prepared for them.

Article
March 3, 2026
cost of long-term care

Long-Term Care: Are You Planning or Just Hoping?

Some people plan for retirement, but not for long-term care. Learn how proactive custodial care planning can help you protect your assets, preserve dignity, and avoid costly mistakes.

Article
March 3, 2026
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Planning for a Tax-Efficient Retirement in Plymouth, Michigan 

Tax-efficient retirement planning in Plymouth, MI. Learn withdrawal strategies and Michigan retirement tax strategy tips.

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