Tag: Retirement Planning
High Earners 50+ Are About to Lose a Major 401(k) Tax Break
Starting in 2026, high earners 50+ must make 401(k), 403(b), and 457(b) catch-up contributions as Roth. Learn what’s changing and how to prepare.
5 Steps to Help You Become the Financial Spouse
Learn how to navigate your new role as the financial spouse. Explore strategies to help with budgeting, investments, insurance, and legacy planning.
Avoiding Medicare Mistakes in Retirement Video from Savant Wealth Management
Watch the video “Avoiding Medicare Mistakes in Retirement” to learn expert strategies on retirement. Get practical tips from Savant Wealth Management.
Financial Planning for Columbia Families: Balancing Education, Inheritance, and Retirement Goals
Families in Columbia, South Carolina, often face the challenge of balancing multiple financial priorities. Between saving for college, planning for retirement, and preparing to transfer wealth, it can be difficult to know where to focus first. Each goal is important, but pursuing them can be easier with coordination and professional guidance. Working with a family […]
What Atlanta Residents Should Know About Building a Long-Term Investment Strategy
Learn how a fiduciary financial advisor in Atlanta helps build long-term investment plans through risk analysis, diversification, and disciplined strategy.
Retirement Planning Strategies for University Professionals in Middleton
Explore retirement planning for university professionals in Middleton, including pensions, 403(b)s, Social Security, and health care strategies.
Retirement Realities: Bliss or Bust Video from Savant Wealth Management
Watch the video “Retirement Realities: Bliss or Bust” to learn expert strategies on retirement. Get practical tips from Savant Wealth Management.
Long-Term Wealth Planning for Tenured Professionals in Middleton
Discover long-term wealth strategies for tenured professors in Middleton, from estate planning to charitable giving and investment management.
Confused about Medicare? Let’s Break it Down
If you’re approaching age 65 or are already enrolled in Medicare, you may find the program’s coverage options and costs confusing. Medicare is a federal health insurance program divided into four parts, each with its own coverage options and costs. Understanding what each part covers and when you can enroll in the program is crucial to ensure you have appropriate coverage for your health care needs.
Strategic Tax Decisions Before You Make Charitable Donations
Fall is prime time for charitable giving, but before you write any checks, consider these two strategies that could help benefit you and your favorite causes. We’ll explore donating appreciated stock and leveraging Qualified Charitable Distributions (QCDs) from your IRA.
Rethinking Retirement Benefits: Cash Balance Plans for Small- to Mid-Sized Businesses
With careful design and proper administration, a cash balance plan can be more than just a retirement vehicle; it could become a long-term strategy for growth, talent retention, and financial efficiency.
Early Retirement: A Financial Reality Check for Generation X
Beyond the financial considerations, early retirement can hold emotional and cultural significance for Generation X.