Tag: Retirement Planning

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October 17, 2025
Strategic Approach to Social Security Webinar

A Strategic Approach to Social Security Video from Savant Wealth Management

Watch the video “A Strategic Approach to Social Security” to learn expert strategies on retirement. Get practical tips from Savant Wealth Management.

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October 14, 2025
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What Can I Do about Healthcare in Retirement? | Ask a Savant Financial Advisor

When planning your retirement, it’s common to feel a bit lost when it comes to your healthcare coverage. After all, your health insurance has likely been provided by your employer throughout the course of your career, so now what?

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October 13, 2025
financial goals offense or defense

Are You Playing Offense with Your Wealth or Stuck on Defense?

Add more than “save” to your financial goal playbook. Find out how to enjoy life today while staying prepared for tomorrow.

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October 6, 2025
5 Retirement Strategies video

5 Retirement Strategies You Need to Know Video from Savant Wealth Management

Watch the video “5 Retirement Strategies You Need to Know” to learn expert strategies on retirement. Get practical tips from Savant Wealth Management.

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September 30, 2025
401(k) retirement

High Earners 50+ Are About to Lose a Major 401(k) Tax Break

Starting in 2026, high earners 50+ must make 401(k), 403(b), and 457(b) catch-up contributions as Roth. Learn what’s changing and how to prepare.

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September 26, 2025
Financial Spouse

5 Steps to Help You Become the Financial Spouse

Learn how to navigate your new role as the financial spouse. Explore strategies to help with budgeting, investments, insurance, and legacy planning.

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September 26, 2025
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Social Security Benefits and Gray Divorce

Over the last 30 years, the divorce rate for couples over 50 has doubled, according to the Pew Research Center. There are many theories about the primary causes of this trend, including empty nest syndrome, boredom, and growing apart. No matter the reason, deciding to divorce later in life can have significant implications on your retirement plan, specifically your Social Security benefits.

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September 25, 2025
Avoiding Medicare Mistakes in Retirement Video from Savant Wealth Management

Avoiding Medicare Mistakes in Retirement Video from Savant Wealth Management

Watch the video “Avoiding Medicare Mistakes in Retirement” to learn expert strategies on retirement. Get practical tips from Savant Wealth Management.

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September 25, 2025
financial legacy, affluent families, tax law changes, Iowa City, Columbia, SC, Vienna, VA

Financial Planning for Columbia Families: Balancing Education, Inheritance, and Retirement Goals

Families in Columbia, South Carolina, often face the challenge of balancing multiple financial priorities. Between saving for college, planning for retirement, and preparing to transfer wealth, it can be difficult to know where to focus first. Each goal is important, but pursuing them can be easier with coordination and professional guidance.  Working with a family […]

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September 22, 2025
Atlanta, Georgia building a long-term investment strategy

What Atlanta Residents Should Know About Building a Long-Term Investment Strategy

Learn how a fiduciary financial advisor in Atlanta helps build long-term investment plans through risk analysis, diversification, and disciplined strategy.

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September 20, 2025
Retirement Planning Strategies for University Professionals

Retirement Planning Strategies for University Professionals in Middleton

Explore retirement planning for university professionals in Middleton, including pensions, 403(b)s, Social Security, and health care strategies.

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September 19, 2025
Retirement Realities - Video Watch Page

Retirement Realities: Bliss or Bust Video from Savant Wealth Management

Watch the video “Retirement Realities: Bliss or Bust” to learn expert strategies on retirement. Get practical tips from Savant Wealth Management.

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