Tag: Retirement Planning

Article
February 20, 2024
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What Does Working in Retirement Mean, and How Do I Do It?

An increasing number of individuals decide to stay active in the workforce during retirement. While they may depart from their longstanding roles or careers, they don’t completely disengage. Instead, they seek out fresh opportunities, potentially finding greater fulfillment along the way.

Savant Views & News
January 18, 2024
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Retiring in 2024? What You Need to Know [On-Demand Webinar]

Having meticulously planned and saved throughout your life, you’ve reached the moment of retirement! The excitement is palpable, but there might be lingering concerns about ensuring your assets cover all your needs.

Article
January 3, 2024
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A Retirement Pre-Mortem: What Could Go Wrong, and What Can You Do to Limit Mistakes?

As their retirement approaches, most people tend to focus heavily on the financial element of their planning. But the financial capacity to retire is merely one area of several critical elements involved in effective retirement planning.

Article
January 3, 2024
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Need Help Envisioning Retirement? Create Your Eulogy

When you write your eulogy, you get a clear picture of how you think about yourself. These insights can help you gain perspective into what the rest of your life could look like. Consider it the first draft of your retirement plan.

Article
November 14, 2023
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FSA or HSA? What to Consider During Open Enrollment

Health Savings Accounts, or HSAs, can be a powerful strategic weapon for amassing a healthcare nest egg until you sign up for Medicare.

Article
November 13, 2023
Answer the question Do I have enough?

Do I Have Enough?

What does having enough mean to you? Let’s examine some possible meanings and how you may want to explore all aspects of having enough. Though it can mean something different to everyone, the question is worth exploring.

Savant Views & News
November 2, 2023
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Aging in Place [On-Demand Webinar]

Are you or a loved one considering the possibility of aging in place? This informative and insightful webinar explores practical steps and innovative solutions to help you create a living space that adapts to your changing needs.

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November 1, 2023
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Can I Financially Support My Parents and Still Retire? | Ask a Savant Financial Advisor

If you’ve been asked to financially support a loved one, it’s important to maintain perspective – and healthy boundaries. There are a number of meaningful ways you can help a loved one that won’t involve putting your retirement savings at risk.

Article
November 1, 2023
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Developing a Tax-Smart Retirement Income Strategy

Retirement is meant to be a relaxing time after years of hard work. Careful, tax-smart retirement planning can help protect your assets from unnecessary taxes and help set your mind at ease.

Savant Views & News
October 27, 2023
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The Inside Scoop: How Financial Advisors Plan Their Retirement [On-Demand Webinar]

Ever wondered how financial advisors prepare for their own golden years? Do these professionals who manage wealth and help others plan for retirement have inside secrets?

Article
October 25, 2023
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Future-Proofing Your Home: A Guide to Aging-In-Place Remodeling

As we age, it’s natural to consider ways to adapt our home so we can stay in it longer. But how do you ensure that your home aligns with your evolving needs while maintaining its aesthetic appeal? We spoke with a senior partner at KGA Studio Architects in Denver, CO, a nationally recognized architectural studio that specializes in residential design.

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October 24, 2023
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How Long Will My Money Last in Retirement? | Ask a Savant Financial Advisor

Running out of money is a major concern for retirees in America. According to a recent survey, retirees are more concerned about running out of money than dying!

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