Savant Wealth Management

Tag: Retiree

May 16, 2022

Is Being a Millionaire a Big Deal Anymore?

A million dollars used to be a big deal in the United States. Friday, May 20, is National Be a Millionaire Day and it’s traditional to “think like a millionaire, act like a millionaire, and hustle and plan to be a millionaire” to commemorate the day.

May 4, 2022

4 Things to Consider When Choosing a Medicare Plan

Transitioning from private, employer-provided healthcare to Medicare can feel like an intimidating proposition. But investing time to learn the basics can help you feel more comfortable.

May 3, 2022

Integrating Your Hobbies into Retirement

Maintaining or starting a hobby in retirement can add expenses to your budget. Before making a big purchase, ask yourself if the emotional ROI tops the financial one.

April 27, 2022

(Un)married Bliss: Pros and Cons of Marrying Later in Life

Marrying later in life —when you’re more established—requires different considerations. Finances can significantly influence a couple’s decision about which route to take.

April 20, 2022

Is ESG Investing Right for You?

ESG investing uses independent ratings to help investors understand how well companies adhere to specific ESG criteria. Through an understanding of these data points and engagement with companies held in the portfolio, investors can support corporations applying best practices from an environmental, social, and governance standpoint.

Savant Views & News
April 13, 2022
Savant Wealth Management Webinar

Recreating Your Paycheck in Retirement [On-Demand Webinar]

After years of focusing on saving as much as possible, in retirement you’ll need to switch gears and start recreating a paycheck with your savings.

April 13, 2022

Tips to Manage Inflation If You’re Newly Retired

With inflation rates on the rise, it may be difficult to think about leaving the workforce. If you’re considering putting off your retirement until the economy recovers, you’re not alone. But there are steps you can take now to help ease inflation’s impact on your savings.

April 6, 2022

5 Ways to Prepare for Retirement

Preparing for retirement requires more than just saving – it also involves having a vision and a plan. In this blog, we’ll explore five strategies to help you get ready.

March 29, 2022

Tax-Smart Retirement Strategies

If you are retired or on your way to retirement, it’s likely you have opportunities to implement tax savings strategies. Here are five Tax-Smart Retirement strategies to consider.

March 28, 2022

Fed Interest Rate Increases Could Reduce Lump-Sum Pension Payments

If you have a pension plan at your job and are considering retiring with a lump-sum distribution in the near future, the Federal Reserve’s planned interest rate increases may make it worth your while to retire sooner.

March 23, 2022

Using 529 College-Savings Plans to Help Fund Your Grandchildren’s Education

It’s easy for grandparents to spoil their grandchildren with presents, visits, and cash inside birthday cards. But if you want to make a longer-term impact, consider funding 529 college savings accounts.

March 17, 2022

Planning to See the World as a Retiree

Once the kids are out of the house, many empty nesters are faced with too much free time. When considering what to do, one popular option for retirees is travel.