Tag: Retirement Planning

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.

Article
March 11, 2026
retirement planning for manufacturing professionals

Retirement Planning for Manufacturing Professionals in Sterling

Retirement planning in Sterling, IL for manufacturing professionals. Learn how pensions, Social Security, and diversification support a confident retirement.

Article
March 11, 2026
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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
March 10, 2026
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Are You Ready to Retire? Watch for These Clues

Wondering if you’re ready to retire? Learn what to expect financially, emotionally, and socially with these tips designed to help create a smooth transition.

Article
March 6, 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
March 5, 2026
retiring single, single person in retirement

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.

Article
March 5, 2026
high earning professionals over 55 planning for retirement

Planning for Financial Independence at 55: A Strategic Approach for High Earners

Learn how high earners can pursue financial independence at 55 with tax-efficient withdrawals, health care planning, and a structured retirement strategy.

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