Tag: Retirement Planning

Article
August 14, 2025
no alt text set

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.

Article
August 8, 2025
Inflation and Retirement

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.

Article
August 7, 2025
no alt text set

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.

Article
August 1, 2025
The Retirement Coach, Jack Phelps, Savant Wealth Management

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.

Savant Views & News
July 31, 2025
Top Financial Strategies Webinar

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.

Article
July 31, 2025
no alt text set

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.

Article
July 29, 2025
urban professionals

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.

Article
July 29, 2025
college savings and retirement goals

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.

Article
July 21, 2025
no alt text set

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.

Article
July 18, 2025
no alt text set

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.

Article
July 16, 2025
no alt text set

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.

Article
July 15, 2025
The Retirement Coach, Jack Phelps, Savant Wealth Management

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.

Contact