Tag: Retirement Planning
But I Don’t Have Time to Make it Back
Market corrections can be unnerving, especially as you approach retirement. But remember, your investment time horizon is likely much longer than you think. If you strategize, fully grasp your life expectancy, and adhere to market principles, you do have time!
Building Your Retirement Dream Team
Imagine entering retirement with confidence, clarity, and a sense of purpose. But how do you get there? You could consult your “Retirement Dream Team” – a diverse group of people to help you address the emotional, social, and personal aspects of this new chapter.
Are You on Track to Retire? [On-Demand Webinar]
Retirement can be an exciting time that many eagerly await. But there may also be a sense of uneasiness or anxiety that accompanies this stage of life. Taking some time to think about where you are now, and what you can do to stay on track, can be beneficial and may ease those feelings of angst.
Don’t Let It Take a Crisis
We’ve all heard the phrase, “Don’t wait for a crisis in your life to motivate you to prioritize and do what you really want to do.” Yet, it often takes a crisis to prompt us to reevaluate and refocus. For me, losing my mother at a young age was a wake-up call to prioritize and make the most of every day.
The Power of Planning: Factoring in Longevity for a Secure Financial Future
How long will you live? It’s a crucial question for a secure retirement. This article explores key considerations for creating a personalized plan.
Breaking Free from the Scarcity Mindset in Retirement
Planning for retirement is more than just crunching numbers and chasing a dollar figure. It’s about entering your next chapter with the right frame of mind. A hidden obstacle may be a scarcity mindset. Let’s explore how this mindset can derail your retirement dreams and what you can do to overcome it.
Is $1 Million Enough to Retire? | Ask a Savant Financial Advisor
Attaining a $1 million nest egg is a significant financial achievement. But you may wonder if this amount translates to a secure and comfortable retirement? In this episode of Ask a Savant Financial Advisor, Chris Ruedi provides insights to help you determine your retirement readiness.
Maximizing Social Security Benefits [On-Demand Webinar]
Are you nearing retirement or planning for your future financial security? Social Security can be a critical component of your retirement income, and understanding how to maximize your benefits can significantly impact your financial well-being during your golden years.
Can I Change My Residency to Florida to Save Money on Taxes? | Ask a Savant Financial Advisor
If you split your time between a high-tax state and a low-tax state, one common question is, “Can I change my residency to save money on taxes?” The answer is – it depends.
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.
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.
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.