Tag: Retirement Planning

Article
July 23, 2026
Medical IRA

HSA: The New Medical IRA 

Learn how an HSA may offer tax advantages, help fund future medical costs, and support health care expenses in retirement.

Article
July 22, 2026
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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
July 22, 2026
man nearing retirement

You Have Enough to Retire, but Should You? 

You have enough to retire, but should you? Learn why work still matters, and how financial independence lets you redesign it around your life.

Article
July 16, 2026
The Retirement Coach, Jack Phelps, Savant Wealth Management

Why Did the Stock Market Fall Today? 

Market swings can feel unsettling. Learn why short-term market moves can be unpredictable and why discipline matters.

Article
July 15, 2026
Social Security Card

6 Things Surviving Spouses Need to Know About Social Security

Social Security’s rules for collecting benefits are complicated. Benefits for widows are calculated differently than traditional retirement benefits, so you need to be aware of a few key rules and strategies.

Article
July 14, 2026
Planning for a liquidity event before retirement

Planning for a Liquidity Event Before Retirement 

Learn key strategies for planning for a liquidity event, including tax planning, business exit planning, investment decisions, and wealth transfer considerations.

Home
July 10, 2026
retirement insights webinar

When Can You Afford to Stop Working Video from Savant Wealth Management

Watch the video “When Can You Afford to Stop Working?” to learn expert strategies on retirement. Get practical tips from Savant Wealth Management.

Home
July 10, 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
July 9, 2026
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Securing Your Retirement: Deciding When to Claim Social Security Benefits

One of the many complex decisions you’ll face as you approach retirement is when to claim Social Security benefits. This decision can have a significant impact on your financial well-being in retirement.

Article
July 9, 2026
Retirement Planning in Hilton Head

Retirement Planning for Hilton Head Residents Navigating a Coastal Lifestyle 

Retirement planning in Hilton Head, SC involves more than choosing a date. Learn how coastal lifestyle, income, healthcare, and legacy goals may shape your plan.

Article
July 8, 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
July 8, 2026
National Ice Cream Day

National Ice Cream Day is Sunday, July 19

How I get my ice cream is not a big decision at this stage in my life, but the MIT AgeLab considers it one of three questions that can help determine quality of life in retirement.

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