Altering a 40-year habit is challenging. Confidently flipping the switch from saving to spending to support the life you’ve earned requires regularly consulting your numbers so you can make educated and rational decisions.

It’s common to ask about Medicare enrollment as you approach retirement age, and the right answer really depends on your health, employment status, and current benefits.

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.

A comprehensive retirement income strategy is essential for a comfortable and secure retirement. A financial advisor can help create a personalized plan to maximize income and manage risk.

Margo Steinlage, president of Steinlage Insurance and Joel Cundick, a Savant Wealth Management financial advisor, discuss the many intricate details of Medicare.

Financial Advisor Cory Buehler answers the question, “Do I Need to Keep My Life Insurance After I Retire?”

When it comes to retirement planning, the focus is often on tax-deferred and tax-free accounts like your employer’s 401(k) or a Roth IRA. However, there is a third component that is commonly overlooked, can sometimes be an afterthought, or not even included in the plan at all: a taxable account.

Financial advisors Chris Ruedi and Brad Stewart provide valuable insight on assessing your current financial situation and determining if your assets are aligned with your desired retirement lifestyle. They also discuss what to do when things don’t go as planned.

Savant Financial Advisor Jakob Loescher addresses the question, “How do I Take Money Out of My Portfolio When I Retire?”

Watch financial advisor Joel Cundick answer the question, “How do I know when I can retire?” and why it’s more than just a math equation.

Retirement is a significant milestone and brings with it a significant shift in identity and purpose. Without proper planning, this can lead to feelings of uncertainty and loss of control. By taking the time to reflect on how retirement fits into your identity, creating a purposeful schedule, and developing a cash flow plan, you can make the most of this new and exciting chapter in your life.

One of the many complex decisions you’ll face as you approach retirement is when to claim Social Security benefits. This decision can have a significant impact on your financial well-being in retirement.