Savant Wealth Management

Tag: Retirement Planning

Article
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.

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May 5, 2022
Savant Wealth Management Webinar

Rolling Over a 401(k)[On-Demand Webinar]

One of the most important decisions to make when you are retiring or changing jobs is what to do with your 401(k), 403(b), or any other employer-sponsored retirement plan.

Article
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.

Article
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.

Article
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.

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.

Article
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.

Article
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.

Article
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.

Article
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.

Article
March 28, 2022
am i over-insured? balancing act

Comprehensive and Integrated Planning for Your Financial Future

Financial advisor Don Duncan discusses Savant’s integrated approach and how the 10 key planning areas work together to help clients work toward achieving their financial goals.

Article
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.