Tag: Retirement Planning

Watch Out for These 6 Retirement Myths
While navigating the sea of retirement advice can feel overwhelming, don’t let it stall your saving efforts. Debunking these myths can help empower you to take charge and build a brighter retirement future.

Inflation and Retirement Confidence: What Employers Can Do to Help
As inflation continues to weigh on the economy, its effects are felt in nearly every aspect of Americans’ financial lives, particularly when it comes to retirement planning.

Early Retirement? 10 Planning Items to Consider
Retiring early, usually prior to age 65, can present a unique set of circumstances. Remember to keep in mind how it may affect accessing funds, securing healthcare, and planning for a longer retirement period.

A Potentially Costly Investing Bias Created by the Verbs We Use
In volatile markets, it’s easy to fall into the trap of believing recent performance predicts future results. A subtle but costly bias often begins with the verbs we use. This linguistic slip can reinforce emotional investing decisions driven by recency bias.

Top Financial Strategies Most People Miss Video from Savant Wealth Management
Whether you’re early in your career, approaching retirement, or already in your next chapter, this webinar is tailored to help you plan with more clarity, confidence, and efficiency.

Understanding the “Rule of 55” for Early Retirement
Retiring in your 50s might sound idyllic, but tapping into your retirement savings early can come with a hefty price tag. The IRS’s “Rule of 55” could be a potential workaround. This rule could exempt you from the 10% penalty under certain conditions.

Retirement Readiness for High-Earning Urban Professionals in the Chicago Loop
Explore retirement strategies with a financial advisor in the Chicago Loop to help manage compensation, taxes, and savings for long-term success.

Long-Term Financial Planning for Lincolnshire Families: College Savings and Retirement Strategies
Learn how families in Lincolnshire, IL can create a long-term financial plan that balances college savings and retirement goals with clarity and confidence.

Why Retirees Still Worry—Even with a Solid Plan
Even with strong savings and a solid retirement plan, many retirees struggle with the fear of spending. Concerns about market volatility, healthcare costs, and shifting from saver to spender can create financial anxiety.

5 Retirement Mistakes That Can Cost You Later
As you approach retirement, it’s easy to feel like time is running out. Don’t let mistakes hold you back from achieving your ideal retirement. Learn from others and start planning now to avoid common pitfalls.

Healthcare, Wellness, and Financial Planning
Staying healthy and financially fit go hand in hand. Just like regular workouts build physical strength, consistent financial habits can help create long-term stability. From healthcare choices to smart savings strategies, here are five ways to strengthen your financial health.

Implement a “Portfolio Life” Mindset Before You Retire
After decades of saving and working, many people find their biggest retirement challenge isn’t financial — it’s personal. What will give your life meaning when work is optional? Adopting a “Portfolio Life” mindset can help you thoughtfully design a fulfilling, balanced future built around purpose, passion, and new possibilities.