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Retiree

What Does Retirement Have in Store for You?

For what seems like forever, you’ve focused on building your life, your family, and your wealth. But one day you looked up and realized that it’s time to start focusing on you and your next chapter. But you may not feel as prepared to start planning the next phase, which includes more complexity and an endless array of options. You may have some big decisions on the horizon – Do you have enough to retire? With current market conditions, is it the right time to retire? Can you sell your house and move to a warmer climate?

Retired Couple

Let Us Guide You

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Your Savant Wealth team helps people grappling with these questions every day and they know the ins and outs of the financial details in play. We can help you switch gears from “saving for” retirement to “preparing for” retirement and finally “living in” retirement. Our experienced team of financial planning, tax, and estate planning experts can look at your changing situation and orchestrate how to put your 401k plan, pension, company stock and options, and other assets to work to support your next chapter.

Retiree-Services-Spotlight

Savant Views & News

September 2, 2020
Do you worry about having “bad timing” when planning your retirement? Theresa Harezlak talks about her experiences with clients and how to know if you are emotionally and financially ready to transition.
Retirement Readiness
September 2, 2020
During your retirement years, there are numerous rules, elections, and key dates in your partnership with "Uncle Sam." Let's review key retirement milestones and some costly missteps you can avoid.
Uncle Sam in Retirement

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