by Savvysite | Nov 11, 2026 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
Can I afford to spend more in retirement? It’s one of the most important questions retirees face, yet it’s often one of the hardest to answer. After spending decades building savings, many people discover that transitioning from saving money to spending it...
by Savvysite | Nov 4, 2026 | Estate Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
How much of your inheritance can you spend without putting your retirement at risk? The answer depends on your retirement income needs, future expenses, taxes, and the type of assets you’ve inherited. Whether you’ve received cash, investment accounts, real...
by Savvysite | Oct 28, 2026 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
An unexpected inheritance could open the door to more freedom, less work, and the retirement lifestyle you’ve been dreaming about. But before you hand in your resignation, there’s one important question: Can you afford to retire early without putting your...
by Savvysite | Oct 14, 2026 | Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
You inherited an IRA. Now what? Before you take money out, there are some important rules you need to know—and one wrong move could lead to an unexpected tax bill! Whether you’re thinking about paying off debt, retiring early, or helping family, understanding...
by Savvysite | Oct 7, 2026 | Estate Planning, Financial Planning, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
You just received an inheritance. Now comes the question you may not have expected: What should you actually do with it? When you’re nearing retirement, an inheritance can open new possibilities—but it can also create decisions about taxes, investments, retirement...
