Tag: Retirement Planning
Turn $1M+ Savings into Retirement Income Video from Savant Wealth Management
Watch the video “Turn $1M+ Savings into Retirement Income” to learn expert strategies on retirement. Get practical tips from Savant Wealth Management.
Financial Planning Opportunities to Consider When Entering Phased Retirement
Phased retirement helps university employees transition gradually, mentor others, and explore tax, Medicare, and investment planning before full retirement.
Understanding the “Rule of 55” for Early Retirement
Retiring in your 50s might sound idyllic, but tapping into your retirement savings early can come with a hefty price tag. The IRS’s “Rule of 55” could be a potential workaround. This rule could exempt you from the 10% penalty under certain conditions.
3 Ways Couples Can Work Together on Finances
Explore ways couples can manage money together through regular communication, shared responsibilities, and clear financial goals.
AI Will Change Financial Planning, But It Won’t Replace the Human Advisor
Savant Wealth Management CEO Brent Brodeski discusses AI’s effect on financial planning and why it won’t replace human advisors.
Why Money Alone Isn’t Enough: The Surprising Drivers of Retirement Happiness
A happy retirement is about more than money, it’s built on confidence, purpose, relationships, and thoughtful planning.
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.
Why Fiduciary Advice Matters for Naperville Residents Seeking Long-Term Financial Guidance
Discover why fiduciary advice matters for Naperville, IL, residents seeking long-term financial planning and fee-only guidance.
What High Earners Need to Know About Roth Catch-Up Contributions in 2026
Effective Jan 1, 2026, high earners must make 401(k) catch-up contributions as Roth under SECURE 2.0.
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.
Retirement Planning for High-Earning Professionals in Naperville
Learn how retirement planning in Naperville, IL, can help high-income professionals reduce taxes, optimize investments, and plan with a fiduciary advisor.
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.