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Saving for retirement requires delaying gratification, but that habit can become so ingrained that spending in retirement feels uncomfortable. Watch Financial Advisor Joel Cundick discuss shifting from saving to spending with purpose and confidence.

For retirement plan sponsors, maintaining an effective, compliant, and beneficial plan for employees is an ongoing responsibility. A well-designed and efficiently managed retirement plan can help increase employee participation, improve financial security, and ensure regulatory compliance.

Life transitions can be difficult and one that is often underestimated is retirement. When the day finally comes, most retirees are unprepared for what happens next.

During periods of market volatility, it’s easy to feel anxious about your investments. However, stepping back and viewing investing as long-term ownership—much like running a successful business—can provide valuable perspective and confidence.

5 best practices during uncertain times. When volatility strikes, keep calm and carry on toward your investment goals!

In today’s digital age, information is abundant, but true wisdom is rare. At Savant, we transform data into actionable insights, guiding clients with proficiency, discipline, and evidence-based strategies.

The U.S. faces a daunting fiscal dilemma: rising national debt driven by deficit spending, leaving two unappealing options—raise taxes or cut spending. This article explores the challenges, political realities, and investor strategies.

The FIRE movement redefined retirement by emphasizing aggressive saving and investing. However, many early retirees discovered that financial freedom alone wasn’t enough—navigating the psychological and emotional aspects of retirement proved equally essential.

2025 could be one of the most challenging years for estate planning in generations. This webinar delves into the possible sunset of unprecedented high federal estate and gift tax exemptions.

Divorce demands emotional resilience and astute financial planning. Asset division, particularly regarding the marital home, carries significant tax implications. Understanding taxable versus non-taxable transfers, capital gains, and retirement account splits is crucial.

Tax season can feel overwhelming, but staying organized and informed can help make the process much smoother. Understanding key tax deadlines, gathering the right documents, and knowing which deductions or credits you qualify for can help you maximize your return and avoid penalties.

A generational divide is emerging as younger people invest less than their predecessors. Many prioritize immediate needs over long-term financial planning. Bridging this gap requires education, accessible tools, and a cultural shift toward early, consistent investing.