Tag: Retirement Planning

Article
September 7, 2021
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Preventing a “False-Start” Retirement

Most of us know someone who experienced a false-start retirement. After many rounds of golf or several vacations, they feel unfulfilled and return to work. Find out more about how to avoid a false-start retirement and the numbers behind this phenomenon.

Article
September 1, 2021
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Social Security Benefits and Grey Divorce

Over the last 30 years, the divorce rate for couples over 50 has doubled, according to the Pew Research Center. There are many theories about the primary causes of this trend, including empty nest syndrome, boredom, and growing apart. No matter the reason, deciding to divorce later in life can have significant implications on your retirement plan, specifically your Social Security benefits.

Savant Views & News
August 26, 2021
Savant Wealth Management Webinar

Mythbusters for Investors [On-Demand Webinar]

In this webinar, Savant advisors challenge and test the investment and financial planning world’s most common rumors, popular beliefs, and urban legends.

Article
August 24, 2021
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Planning a Semi-Retired Life

The possibility of a delayed or semi-retirement is more relevant than ever. The pandemic forced us to work differently with many working remotely from home. A Victory Lap Retirement provides an opportunity to leverage these new possibilities to leave corporate life sooner and develop work/life balance at a younger age.

Article
August 3, 2021
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On Tithing and Retirement Income Planning

People of many faiths choose to tithe for various reasons. If you contribute to your place of worship in this way, it may be worthwhile to consult a financial advisor to see how it fits with your retirement plan.

Article
July 21, 2021
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Choosing an Assisted Living Community

When searching for an assisted living community for your loved one, it’s difficult to know exactly what to look for or which amenities matter most. Regional marketing specialist John Ruedi provides a helpful overview of key considerations as you evaluate your options.

Article
June 8, 2021
Vacation Home

Dynamics of Purchasing a Vacation Home in Retirement

Family vacation homes often provide a retreat for you and your family to gather and enjoy each other’s company. Financial advisor Jeff Lewis discusses the emotional attachment and unique planning challenges that can come from owning a second home.

Article
June 4, 2021
healthcare costs in retirement

How to Plan for Healthcare Costs in Retirement

According to a recent Fidelity study, healthcare for a retired couple aged 65 will be approximately $300,000. Becoming aware of your options to fund this goal in retirement can help mitigate the possibility of having to give up your current lifestyle.

Article
May 25, 2021
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.

Article
May 17, 2021
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.

Home
April 23, 2021
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Retirement Heaven or Hell: Decide What You Need and Want in Retirement [On Demand Webinar]

This on-demand webinar looks beyond retirement savings to help you design the post-career life that’s right for you.

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?

Buying company stock as part of your 401(k) plan may be beneficial from a tax perspective.