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Tag: Retirement Planning

February 10, 2021
Live Webinar

Your Retirement Victory Lap Webinar

People in their 50s and 60s are now frequently blurring the lines between work and retirement by starting a transitional career. Could that be the right path for you?

Article
February 1, 2021
Benefits of Being a Semi-Retired Professional

Planning a Semi-Retired Life

According to the U.S. Census Bureau and the Bureau of Labor Statistics, 13 million Americans age 65 and older will be in the labor force by 2024. Thanks to modern technology and the ability to work from home, you may have more options to be semi-retired. This blog post poses six questions to help you start planning.

Article
January 26, 2021
Should You Buy Company Stock as Part of your 401(k

Does it Make Sense to Buy Company Stock as Part of your 401(k) Plan?

Does it make sense to buy company stock as part of your 401(k) plan? It may be beneficial from a tax perspective. Wealth strategy associate Alexander Strauss explains this tax strategy in his latest blog post.

Article
January 25, 2021
health care subsidies in retirement

Health Care Subsidies in Retirement – What You Need to Know

Health care continues to be one of the largest expenses in retirement. If you’re looking for a way to retire before age 65 and bridge the health coverage gap, this post presents a strategy using health care subsidies that can help reduce your expenses.

Savant Views & News
January 22, 2021
Retirement Questions

Retirement in the New Year | On-Demand Webinar

Thinking about retiring in 2021? A new year offers a fresh beginning to think about your retirement and the possibilities. It can feel exciting and overwhelming at the same time and you may have a lot of questions.

Article
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.

Article
January 4, 2021
am i over-insured? balancing act

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.

Article
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.

Article
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.

Article
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.

Article
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.