Questions to Answer Before You Retire

Retirement Countdown Guidebook

You have been planning for this moment throughout your career—and when you’re about five years away and have at least $500,000 saved, it may be time to start the final approach. It can feel stressful because there isn’t much room for error. Our guidebook offers some questions to answer before you retire.

As you prepare for your next chapter, you’ll encounter several challenges and complex decisions. Most people will only retire once, which is why determining the timing can feel particularly daunting.

We have helped guide thousands of people into retirement and distilled that collective wisdom in this guidebook. Every journey is unique, but there are always common threads. This guide is a collection of our foundational beliefs, perspectives, and strategies about retirement.

Retirement Countdown Guidebook
Retiree Blue Spotlight

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Questions to Answer Before You Retire (Guidebook Chapters)

About Savant

Savant Wealth Management is an independent, fee-only wealth management firm providing comprehensive financial advice to individuals, families, and businesses across the nation. Since 1986, we have focused on one key principle—that all financial advice should be made strictly in the best interest of the client. But it goes beyond that. We are committed to helping our clients pursue peace of mind through the collective insight, wisdom, and perspective that we offer.

About Savant Wealth Management

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years. As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

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