Tag: Retirement Planning

Article
April 29, 2024
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Countdown to Retirement

Retirement is a well-deserved reward for a lifetime of hard work. But before you can fully embrace those golden years, some crucial planning is necessary. Here’s a roadmap to consider as you embark on this exciting new chapter.

Article
April 29, 2024
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Social Security Spousal Benefits: Who Qualifies and How Much?

Many Americans grapple with navigating Social Security retirement benefits. But it’s not just about the individual; spouses also need to understand how these choices can impact them. Learn more about eligibility for spousal benefits, different benefit types, and the application process.

Article
April 22, 2024
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The Power of Planning: Factoring in Longevity for a Secure Financial Future

How long will you live? It’s a crucial question for a secure retirement. This article explores key considerations for creating a personalized plan.

Article
April 22, 2024
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Snowbirding or Settling: Which is Right for You?

Longing to trade snow boots for flip-flops? You’re not alone. Many people dream of escaping winter’s grip, and two enticing options exist: becoming a snowbird or permanently relocating to a sunnier climate.

Article
April 5, 2024
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Breaking Free from the Scarcity Mindset in Retirement

Planning for retirement is more than just crunching numbers and chasing a dollar figure. It’s about entering your next chapter with the right frame of mind. A hidden obstacle may be a scarcity mindset. Let’s explore how this mindset can derail your retirement dreams and what you can do to overcome it.

Savant Views & News
April 4, 2024
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Gearing Up for a Successful Retirement [On-Demand Webinar]

Are you approaching retirement age and looking to navigate this exciting phase of your life with confidence? Or perhaps you’re planning way ahead, eager to take control of your financial future.

Article
April 3, 2024
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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.

Savant Views & News
March 28, 2024
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Replacing Your Paycheck in Retirement [On-Demand Webinar]

After years of focusing on saving as much as possible, in retirement you’ll need to switch gears and figure out a way to replace your paycheck with your savings. Cracking into your nest egg in a tax- and risk-efficient manner while reinvesting enough to support the rest of your life can be a complex and challenging topic.

Savant Views & News
March 22, 2024
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Financial Considerations for Relocating to a Warmer Climate [On-Demand Webinar]

Are you tired of dealing with winter weather every year? Piles of snow and ice may have you thinking about relocating to a warmer climate.

Home
March 22, 2024
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Is $1 Million Enough to Retire? | Ask a Savant Financial Advisor

Attaining a $1 million nest egg is a significant financial achievement. But you may wonder if this amount translates to a secure and comfortable retirement? In this episode of Ask a Savant Financial Advisor, Chris Ruedi provides insights to help you determine your retirement readiness.

Savant Views & News
March 14, 2024
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Maximizing Social Security Benefits [On-Demand Webinar]

Are you nearing retirement or planning for your future financial security? Social Security can be a critical component of your retirement income, and understanding how to maximize your benefits can significantly impact your financial well-being during your golden years.

Article
March 8, 2024
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Becoming a Snowbird in Retirement

Nearly a quarter of Americans prefer to take their vacations during the winter. But what if you’re retired and want to stay longer? Consider becoming a “snowbird.”