Tag: Retirement Planning
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.
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.
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.
Are You Playing Offense with Your Wealth or Stuck on Defense?
Add more than “save” to your financial goal playbook. Find out how to enjoy life today while staying prepared for tomorrow.
Roth Conversions: The Good, the Bad, and the Ugly
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.
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.
High Earners 50+ Are About to Lose a Major 401(k) Tax Break
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.
5 Steps to Help You Become the Financial Spouse
Learn how to navigate your new role as the financial spouse. Explore strategies to help with budgeting, investments, insurance, and legacy planning.
Avoiding Medicare Mistakes in Retirement Video from Savant Wealth Management
Watch the video “Avoiding Medicare Mistakes in Retirement” to learn expert strategies on retirement. Get practical tips from Savant Wealth Management.
What Atlanta Residents Should Know About Building a Long-Term Investment Strategy
Learn how a fiduciary financial advisor in Atlanta helps build long-term investment plans through risk analysis, diversification, and disciplined strategy.
Retirement Planning Strategies for University Professionals in Middleton
Explore retirement planning for university professionals in Middleton, including pensions, 403(b)s, Social Security, and health care strategies.