Tag: Retirement Planning

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February 27, 2026
Retirement Income Webinar

Turn $1M+ Savings into Retirement Income Video from Savant Wealth Management

Watch the video “Turn $1M+ Savings into Retirement Income” to learn expert strategies on retirement. Get practical tips from Savant Wealth Management.

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February 26, 2026
university phased retirement

Financial Planning Opportunities to Consider When Entering Phased Retirement 

Phased retirement helps university employees transition gradually, mentor others, and explore tax, Medicare, and investment planning before full retirement.

Article
February 24, 2026
healthcare costs in retirement

How to Plan for Health Care Costs in Retirement

Planning for healthcare costs in retirement is essential but often overlooked. With an estimated $172,500 needed for medical expenses, understanding Medicare, supplemental insurance, and savings options like HSAs can help secure your financial future while maintaining your desired lifestyle.

Article
February 24, 2026
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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
February 23, 2026
Chicago area, Evanston high-earning professional retirement planning

Retirement Planning Strategies for High-Earning Professionals in Evanston

Retirement planning in Evanston for high-earning professionals focuses on tax efficiency, investment strategy, and income planning with fiduciary guidance.

Article
February 20, 2026
college savings and retirement goals

How Northcenter Families Can Plan for College, Retirement, and Generational Wealth 

Learn how financial planning for Northcenter families can support college savings, retirement goals, and long-term generational wealth in Chicago.

Article
February 20, 2026
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Navigating Florida Tax Laws in Retirement: A Guide for Affluent Orlando Residents 

Learn how Florida’s tax laws may factor into retirement planning considerations for affluent Orlando residents.

Article
February 20, 2026
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Planning a Semi-Retired Life

The possibility of a delayed or semi-retirement is more relevant than ever. With many working from home, semi-retirement provides an opportunity to leverage these new possibilities to leave corporate life sooner and develop work/life balance at a younger age.

Article
February 19, 2026
relocating in retirement

Financial Planning for Florida Transplants: What New Orlando Residents Should Know

Learn how moving to Florida affects your taxes, retirement strategy, insurance needs, and estate planning. A guide for new Orlando residents seeking fee-only financial planning support.

Article
February 18, 2026
Chicago high-earning professionals

Retirement Planning Strategies for High-Earning Professionals in Northcenter

Discover retirement planning strategies for high-earning professionals in Northcenter Chicago, including tax planning, investment coordination, and long-term wealth management.

Article
February 17, 2026
Working on finances together

3 Ways Couples Can Work Together on Finances

Explore ways couples can manage money together through regular communication, shared responsibilities, and clear financial goals.

Article
February 16, 2026
health care in retirment

Protect Your Lifestyle: How to Plan for Health Care in Retirement

Plan ahead for health care in retirement to help protect your lifestyle, savings, and long-term well-being.

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