Tag: Retirement Planning

Article
May 23, 2025
maximizing wealth in Dover, Delaware

Smart Money for Civil Servants: Maximizing Your Wealth in Dover, Delaware

Discover how civil servants in Dover, DE can work with a fiduciary financial planner to align their pensions and tax strategy to their long-term goals.

Article
May 17, 2025
retirement plan Manassas, VA

How a Financial Advisor in Manassas Can Help Federal Employees Plan for Retirement

Learn how a financial advisor in Manassas, VA, can help federal employees optimize FERS, TSP, and retirement income with tax-smart strategies.

Article
May 16, 2025
Financial advisor, retirement planning, financial planning Satellite Beach, Florida

Is Satellite Beach, FL, a Good Place to Retire? A Financial Planner’s Perspective

Thinking about retiring in Satellite Beach? A local financial advisor can help you maximize Florida’s tax benefits and build a plan for your long-term goals.

Savant Views & News
May 16, 2025
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10 Financial Strategies Most University Professionals Miss [On-Demand Webinar]

James Haygood and John Clarke, financial advisors with 20+ years’ experience serving university faculty, share overlooked yet impactful financial strategies — from tax planning to portfolio tips — in a relaxed, jargon-free session designed to enhance your long-term financial well-being.

Article
May 8, 2025
The Retirement Coach, Jack Phelps, Savant Wealth Management

How to Help Your Grandchildren Pay for College

Helping your grandchildren pay for college can be a rewarding way to support their future. By designing a retirement blueprint, you can determine how much you can afford to contribute without compromising your own financial security.

Article
May 1, 2025
financial planner

Financial Planning for Santa Fe Retirees: 5 Steps to Generate Income

Discover five smart retirement income strategies for Santa Fe retirees, from tax-savvy withdrawals to Social Security timing, with help from Savant advisors.

Article
April 29, 2025
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Afraid of Outliving Your Money? How Focusing on Longevity Can Help

When it comes to financial planning, few factors are as pivotal — or as unpredictable — as how long you’ll live. Understanding the difference between life expectancy and longevity is key to creating a flexible, personalized strategy for lasting financial security.

Article
April 25, 2025
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A New Retirement Reality: Working Beyond the Traditional Age

The traditional retirement age of 65 is fading. Rising costs and longer lifespans mean many Americans are working past their prime. A recent survey found most middle-class Americans lack retirement confidence. Financial needs, a desire for work, and workplace changes drive this shift.

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April 24, 2025
university retirement

Should I Consolidate My University Retirement Accounts?

Managing multiple university retirement accounts can be overwhelming, especially for those with years of service across different institutions. Consolidating accounts might simplify your financial strategy, but it requires careful consideration of investment options, fees, and unique account features.

Article
April 23, 2025
The Retirement Coach, Jack Phelps, Savant Wealth Management

Building a Marathon Investing Mindset

Building a marathon investing mindset is about embracing patience, discipline, and long-term strategy. Much like running a marathon, successful investing requires consistent preparation, overcoming obstacles, and resisting distractions to stay focused on pursuing your financial goals.

Home
April 16, 2025
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Working on Your Own Terms: A Guide to Semi-Retirement [On-Demand Webinar]

Today’s workforce is redefining what it means to retire. Are you considering a path between full-time work and complete retirement? Watch Savant Financial Advisor Libby Muldowney as she explores how to create a fulfilling lifestyle during this new phase of life.

Article
April 16, 2025
micro-retirement, kayak

Reset and Recharge: The Growing Trend of Micro-Retirement

A new lifestyle trend is emerging in financial planning: micro-retirement. Popular among Gen Z, it offers a break from traditional work to recharge, travel, or pursue passions. But is it a smart move for your future? Let’s explore.

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