Tag: Retirement Planning

Is Being a Millionaire a Big Deal Anymore?
A million dollars used to be a big deal in the United States. Friday, May 20, is National Be a Millionaire Day and it’s traditional to “think like a millionaire, act like a millionaire, and hustle and plan to be a millionaire” to commemorate the day.

Rolling Over a 401(k)[On-Demand Webinar]
One of the most important decisions to make when you are retiring or changing jobs is what to do with your 401(k), 403(b), or any other employer-sponsored retirement plan.


4 Things to Consider When Choosing a Medicare Plan
Transitioning from private, employer-provided healthcare to Medicare can feel like an intimidating proposition. But investing time to learn the basics can help you feel more comfortable.


Integrating Your Hobbies into Retirement
Maintaining or starting a hobby in retirement can add expenses to your budget. Before making a big purchase, ask yourself if the emotional ROI tops the financial one.


(Un)married Bliss: Pros and Cons of Marrying Later in Life
Marrying later in life —when you’re more established—requires different considerations. Finances can significantly influence a couple’s decision about which route to take.



Recreating 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 start recreating a paycheck with your savings.


Tips to Manage Inflation If You’re Newly Retired
With inflation rates on the rise, it may be difficult to think about leaving the workforce. If you’re considering putting off your retirement until the economy recovers, you’re not alone. But there are steps you can take now to help ease inflation’s impact on your savings.


5 Ways to Prepare for Retirement
Preparing for retirement requires more than just saving – it also involves having a vision and a plan. In this blog, we’ll explore five strategies to help you get ready.


Tax-Smart Retirement Strategies
If you are retired or on your way to retirement, it’s likely you have opportunities to implement tax savings strategies. Here are five Tax-Smart Retirement strategies to consider.


Fed Interest Rate Increases Could Reduce Lump-Sum Pension Payments
If you have a pension plan at your job and are considering retiring with a lump-sum distribution in the near future, the Federal Reserve’s planned interest rate increases may make it worth your while to retire sooner.


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.


Planning to See the World as a Retiree
Once the kids are out of the house, many empty nesters are faced with too much free time. When considering what to do, one popular option for retirees is travel.