Tag: Retiree

Home
June 22, 2023
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Will Your Assets Be Enough for Retirement? [On-Demand Webinar]

Financial advisors Chris Ruedi and Brad Stewart provide valuable insight on assessing your current financial situation and determining if your assets are aligned with your desired retirement lifestyle. They also discuss what to do when things don’t go as planned.

Home
June 22, 2023
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How Do I Take Money Out of My Account When I Retire? | Ask a Savant Financial Advisor

Savant Financial Advisor Jakob Loescher addresses the question, “How do I Take Money Out of My Portfolio When I Retire?”

Case Study
June 12, 2023
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Retiring Solo: How Linda Prepared with Savant’s Help

More than half of women and nearly a third of men over 65 enter retirement widowed, divorced, or never married. Without a spouse or partner, some solo retirees often worry about being able to retire comfortably on their own. That was the case for Linda, who turned to Savant for help.

Home
May 25, 2023
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Can I Still Retire in a Down Market? | Ask a Savant Financial Advisor

Financial advisor Jakob Loescher answers the question, “Can I Still Retire in a Down Market?”

Home
May 17, 2023
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How Do I Know When I Can Retire? | Ask a Savant Financial Advisor

Watch financial advisor Joel Cundick answer the question, “How do I know when I can retire?” and why it’s more than just a math equation.

Article
May 10, 2023
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Avoiding Loneliness in Retirement

Retirement can be a wonderful time to pursue your passions and enjoy life. However, it can also be a time when you feel lonely and disconnected from the world around you. Here are some steps you can take to stay engaged.

Cents of Self
May 5, 2023
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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.

University Perspectives
May 2, 2023
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6 Things You Need to Know About Medicare

Medicare is a federal health insurance program that provides coverage to millions of Americans. Understanding the basics of Medicare is essential for anyone who wants to make informed decisions about their healthcare coverage. Here are six things you need to know.

Savant Views & News
April 28, 2023
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When Should I File For Social Security? | Ask a Savant Financial Advisor

This is a common question when you’re ready to plan your retirement income. Many people want to start Social Security payments as soon as they’re eligible at age 62, but did you know that if you wait, your benefits increase 8% annually?

Article
April 24, 2023
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4 Ways to Turn Your Retirement from Surviving to Thriving

It’s common to see headlines that ask, “Have You Saved Enough for Retirement?” But what if you’re ahead of the game? At this level, there are additional resources and tools you can use to expand your options. Here are several to consider.  

Article
April 21, 2023
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Understanding the “Rule of 55” for Early Retirement

Retiring in your 50s may sound appealing, but it’s not always easy to make withdrawals from your employer-sponsored, tax-deferred retirement account.

Cents of Self
April 4, 2023
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Prepping for Retirement, Financially and Emotionally

Retirement is a significant milestone and brings with it a significant shift in identity and purpose. Without proper planning, this can lead to feelings of uncertainty and loss of control. By taking the time to reflect on how retirement fits into your identity, creating a purposeful schedule, and developing a cash flow plan, you can make the most of this new and exciting chapter in your life.