Tag: Retirement Planning
Mid-Year Retirement Planning Checklist
Now is the perfect time to revive your resolutions and financial goals. It’s never too late to refocus, regardless of the time of year. Don’t be hard on yourself if you haven’t made as much progress as you expected. Remember, you did your best and now you’re ready to get back on track!
Why Integrated Financial Planning Matters for Dallas Families with Complex Finances
Integrated financial planning in Dallas, Texas, can help families connect tax, retirement, estate, and wealth decisions within a broader financial strategy.
Can My Ex Take My 401(k) in a Divorce? | Ask a Savant Financial Advisor
Few things turn a retirement plan upside down more than a divorce. You may be worried you will have to abandon your retirement plan if your 401K is divided in a divorce, and you very well may be right.
Retirement Planning for High-Income Professionals in Dallas
Retirement planning for high-income professionals in Dallas involves more than saving. Learn how taxes, compensation, and lifestyle goals may help shape your plan.
Why Do a Roth Conversion?
Discover 7 reasons to consider a Roth conversion, from tax-free growth and lower RMDs to greater retirement flexibility and estate planning benefits.
Celebrate Independence Day with a Financial Confidence Quiz
As a retirement coach, I’ve seen firsthand how a lack of financial confidence can steal the very independence we celebrate on July 4th.
Pre-Tax vs. Roth 401(k): The Decision Often Depends on Timing, Not Just Preference
Choosing between pre-tax and Roth 401(k) contributions often depends in part on your marginal tax rate in the year you contribute. Learn how to evaluate which account type may be appropriate in a given year.
Why Money Alone Isn’t Enough: The Surprising Drivers of Retirement Happiness
A happy retirement is about more than money, it’s built on confidence, purpose, relationships, and thoughtful planning.
The Evolving Landscape of Wealth Management for Sports and Entertainment Professionals
Understanding advisory and wealth management models can help sports and entertainment professionals, as well as their agents and representatives, align financial decisions with long-term goals.
A Practical Roadmap to Pursuing Financial Independence Before Retirement
Learn how to pursue financial independence through disciplined saving, investing, tax planning, and cash flow management strategies.
IRS Tax Changes for 2026
Review key IRS tax changes for 2026, including tax brackets, standard deductions, gift and estate tax limits, and savings account updates.
How San Antonio Families Can Balance Lifestyle, Savings, and Long-Term Financial Goals
Financial planning for San Antonio families means balancing lifestyle today with long-term goals. Learn strategies for cash flow, savings, and staying on track.