Watch the video “Avoiding Medicare Mistakes in Retirement” to learn expert strategies on retirement. Get practical tips from Savant Wealth Management.

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 […]

Learn how a fiduciary financial advisor in Atlanta helps build long-term investment plans through risk analysis, diversification, and disciplined strategy.

Explore retirement planning for university professionals in Middleton, including pensions, 403(b)s, Social Security, and health care strategies.

Watch the video “Retirement Realities: Bliss or Bust” to learn expert strategies on retirement. Get practical tips from Savant Wealth Management.

Discover long-term wealth strategies for tenured professors in Middleton, from estate planning to charitable giving and investment management.

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.

A well-structured budget is key for planning a relaxing retirement. Key components: Understand your retirement income, categorize expenses, and track spending. Be flexible and set clear financial goals.

Many people worry about becoming a burden on their loved ones as they get older. Here’s a five-step plan to help you reduce that worry and ensure a smoother future for yourself and your family.

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.

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.

Beyond the financial considerations, early retirement can hold emotional and cultural significance for Generation X.