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Tag: Retirement Planning

January 5, 2021
Retirement Savings 101 and Guidelines

Retirement Savings Basics

Do you have questions about making the most of your employer-sponsored retirement savings plan? Financial advisor Will Gunlicks explains several important decisions you’ll need to make when you set up your account.

January 4, 2021
Integrated Financial Planning Disciplines (10)

Comprehensive and Integrated Planning for Your Financial Future

Financial advisor Don Duncan discusses Savant’s integrated approach and how the 10 key planning areas work together to help clients work toward achieving their financial goals.

November 12, 2020
Enroll in Medicare at 65 to avoid penalties

Enroll in Medicare at 65 and Consider Delaying Social Security

If you are one of millions of “Boomers” reaching age 65 each year, you must enroll in Medicare on time to avoid penalties. Financial advisor Kevin Kingston provides a helpful overview of important details you need to know about the enrollment process.

November 10, 2020
Before You Retire

Retirement Planner eBook: Nine Questions to Answer Before You Retire

The transition to retirement presents complex decisions. This retirement eBook will outline nine questions to consider before you stop working.

November 3, 2020
Benefits of Lump-Sum Pension Plan

Benefits of Lump-Sum Pension Options

As more employers shift from pensions to 401(k) plans, more employees will need to figure out how to handle their options. Financial advisor Chris Ruedi discusses some of the benefits of lump-sum pension options.

October 13, 2020
What do endurance running and retirement income planning have in common?

Selecting a Withdrawal Rate for the Long Run

You may be wondering how to re-create a paycheck during retirement. Financial advisor Casey Christianson suggests you take a lesson from endurance runners when preparing for life’s next chapter.

Media Mention
September 29, 2020
Savant Capital Management

Benefits of Lump-Sum Pension Options

Financial advisor Chris Ruedi wrote the article “Benefits of Lump-Sum Pension Options,” for the Pantagraph. The article outlines some of the benefits of a lump-sum option such as low interest rates, increased control over the funds, and extending benefits to future generations.

September 2, 2020
Retirement Readiness Questions to Answer Before you Retire

Are You Ready for Retirement?

Do you worry about having “bad timing” when planning your retirement? Theresa Harezlak talks about her experiences with clients and how to know if you are emotionally and financially ready to transition.

September 2, 2020
Uncle Sam in Retirement

Uncle Sam: Your Partner in Retirement

During your retirement years, there are numerous rules, elections, and key dates in your partnership with “Uncle Sam.” Let’s review key retirement milestones and some costly missteps you can avoid.

August 25, 2020
involuntary retirement

Five Important Considerations of Involuntary Retirement

Because of COVID-19, many are faced with the choice of returning to work or entering a forced retirement. If you’re faced with involuntary retirement, here are five things you should consider.

Savant Views & News
June 14, 2020

The New Retirement Mentality Post COVID Q&A

The Coronavirus is affecting many areas of our lives – even when it comes to preparing for, transitioning into, or living in retirement. What’s the new retirement reality post COVID? We answered your questions in an interactive Q&A webinar.

April 27, 2020

2019 Taxes – What We Learned, What We Recommend

Alexander Strauss, financial planning and tax accountant, summarizes what we’ve learned from the 2019 tax return season and outlines possible tax reduction opportunities that you may be able to utilize […]