Tag: Retirement Planning

Article
April 3, 2026
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Avoiding Loneliness in Retirement

Retirement can be a wonderful time to pursue your passions and enjoy life. However, it can also be a time when you feel lonely and disconnected from the world around you. Here are some steps you can take to stay engaged.

Article
March 31, 2026
investing in retirement

Why Boring Investing Often Works Best in Retirement 

Why we believe diversification, discipline, and so-called boring investments often matter most for retirees focused on income and long-term stability.

Article
March 29, 2026
hiring an investment manager

Hiring an Investment Manager: What You Need to Know 

When you’re interviewing potential investment managers, your first questions should focus on getting to know who you’re speaking with.

Article
March 27, 2026
retirement income plan

Building a Coordinated Retirement Income Plan in Woburn 

Retirement income planning in Woburn, MA requires coordination across taxes, accounts, and Social Security. Learn how a financial advisor can help.

Article
March 23, 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
March 22, 2026
Professionals nearing retirement

Retirement Planning for St. Paul Professionals Nearing Retirement

Retirement planning in St. Paul, MN, covers income timing, tax strategy, Social Security decisions, and fiduciary financial planning for professionals nearing retirement.

Article
March 19, 2026
The Retirement Coach, Jack Phelps, Savant Wealth Management

When You Transition to Retirement – Remember the Lid is No Longer on the Jar

Retirement habits can limit joy long after work ends. Learn why old perceptions hold you back and how planning can help unlock a fuller life.

Article
March 16, 2026
financial planning

Financial Planning Essentials for University Professionals and Faculty

Explore financial planning strategies for university leaders, including pensions, deferred compensation, and long-term wealth management.

Article
March 13, 2026
stock compensation

An Introduction to Restricted Stock and RSUs

Restricted stock and restricted stock units are two popular types of equity compensation. We break down how they work and vest, and how they are taxed.

Home
March 13, 2026
Affluent Retirees

Key Habits of Affluent Retirees Video from Savant Wealth Management

Watch the video “Key Habits of Affluent Retirees” to learn expert strategies on retirement. Get practical tips from Savant Wealth Management.

Article
March 12, 2026
Balance Retirement, College, and Estate Goals

Helping Birmingham Families Balance Retirement, College, and Estate Goals

Multigenerational financial planning in Birmingham helps families balance retirement, college savings, and estate goals under one cohesive plan.

Article
March 11, 2026
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Income Distribution in Retirement

Life transitions can be difficult and one that is often underestimated is retirement. When the day finally comes, most retirees are unprepared for what happens next.

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