Tag: Retiree
Retiring in 2024? What You Need to Know [On-Demand Webinar]
Having meticulously planned and saved throughout your life, you’ve reached the moment of retirement! The excitement is palpable, but there might be lingering concerns about ensuring your assets cover all your needs.
Top 5 Mistakes to Avoid in Retirement Account Planning
What happens to your retirement accounts when you die? It can be easy to overlook this simple question. But it might be one of the most important decisions you need to make.
The Retirement Success Equation
How much do you need to save for retirement? It’s not an easy question to answer because the inputs to the retirement success equation depend on an individual’s current and future situation.
Bill’s Victory Lap Retirement: From National Sales to Nurturing Souls
After a long and fulfilling career, it’s not always easy to determine the best way to transition to retirement. Should you stop work completely, or continue to work or volunteer part-time? See how Bill reached a decision that worked for him.
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.
A Retirement Pre-Mortem: What Could Go Wrong, and What Can You Do to Limit Mistakes?
As their retirement approaches, most people tend to focus heavily on the financial element of their planning. But the financial capacity to retire is merely one area of several critical elements involved in effective retirement planning.
Building Your Retirement Dream Team
One way to help ensure you’re getting holistic feedback on your retirement plans is to form your own retirement “dream team” — a sort of personal board of directors to assist you as you transition away from work.
Need Help Envisioning Retirement? Create Your Eulogy
When you write your eulogy, you get a clear picture of how you think about yourself. These insights can help you gain perspective into what the rest of your life could look like. Consider it the first draft of your retirement plan.
Will SECURE Act 2.0 Impact Your Retirement? [On-Demand Webinar]
Anne Mank, Savant’s director of financial planning, and Joe Marmorato, private client group planner, explore the potential implications of SECURE 2.0 on your retirement planning and financial security.
Estate Planning Basics White Paper
Estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. Your particular estate planning needs will depend on your age, health, life stage, goals, the types of assets you own, level of wealth, and many other factors. Learn more in this white paper.
5 Tax Implications of the Snowbird Lifestyle
Are you tired of shivering during the cold winter months? Maybe you’re ready to join the leagues of retirees who migrate to a warmer climate when the first frost occurs each year.
Estate Planning Essentials [On-Demand Webinar]
This educational webinar explores vital steps and strategies needed to protect your assets upon retirement and leave a lasting legacy for generations to come.