Working on Your Own Terms: A Guide to Semi-Retirement

February 28, 2024 1:00 PM Central

For generations, workers have had a clear-cut career path that ended with retirement. But the world has changed dramatically in recent years, and you may now find yourself with the opportunity to reprioritize and repackage how work fits into your life.

Join Savant financial advisors Libby Muldowney and Miriam Falaki as they discuss how to pursue a new path somewhere between full-time work and a full-stop retirement.

You’ll learn:

  • How to clarify your vision and goals for your next chapter
  • What it takes to replace your paycheck
  • What to do about health insurance
  • How to minimize taxes over your lifetime
  • How to coordinate decisions around employee benefits, retirement accounts, and social security

Retirement doesn’t have to be what it used to be. Here’s how to build a financial plan for semi-retirement. 

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Savant Wealth Management is an independent, fee-only wealth management firm providing comprehensive financial advice and services to individuals, families, and businesses across the nation. We are committed to helping our clients pursue peace of mind through the collective insight, wisdom, and perspective that we offer. That’s Wise Counsel by your side.