Tag: Retirement Planning
Before You Make That Charitable Donation This Fall
Before you write that check: donating appreciated shares or making a QCD may give charities more and possibly cut your taxes.
Confused about Medicare? Let’s Break it Down
If you’re approaching age 65, Medicare’s coverage options, costs, and enrollment rules can feel overwhelming. Understanding the program’s four parts and key enrollment deadlines can help you choose coverage that aligns with your healthcare needs and avoid costly mistakes.
Savant Wealth Management Launches The Real Return Podcast
Savant Wealth Management launches The Real Return, a monthly podcast exploring how financial decisions connect to life, retirement, family, and business.
Podcast | The Real Return | Retirement Is More Than a Number
In this episode of The Real Return, Zach Ivey, chief investment and advice officer, sits down with Christine Benz, director of personal finance and retirement planning at Morningstar and the author of How to Retire.
Coordinating Retirement Benefits Across Two Employers in Boston’s North Suburbs
A guide for dual-income households in Boston’s North Suburbs coordinating 401(k), HSA, and dependent care benefits across two employers, plus retirement account priorities and tax planning.
Retirement Planning for Greater Boston Professionals: Preparing for the Next Stage of Life
Learn how Greater Boston professionals can prepare for retirement, from tax-aware withdrawals and Social Security timing to health care and estate planning.
How to Choose a Financial Advisor in Greater Boston and What to Look for in a Fiduciary Partner
Learn how to evaluate a fiduciary financial advisor in Greater Boston, from verifying registration and fee-only pay to credentials, custody, and coordination.
Financial Planning By Age: Key Milestones That Can Shape Your Financial Future
Age-based financial planning milestones can affect taxes, retirement, Social Security, Medicare, charitable giving, and education savings decisions.
Retiring Single? Five Key Questions to Guide Your Plan
Planning for retirement as a single? Learn how to build a confident, independent future with smart strategies.
Is a Roth Conversion Right for You?
Learn how an IRA to Roth conversion works, which rules apply, how to convert a traditional IRA, and when paying the tax now may make sense for your retirement.
How Chicagoland Families Can Balance Today’s Financial Priorities with Tomorrow’s Goals
Balance retirement, education, giving, and legacy goals in one plan. See which Illinois rules reward today’s decisions and which raise the stakes on tomorrow’s.
Creating a Retirement Budget
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.