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Vanguard’s How America Saves 2025 reveals a record-high 45% of participants increased their deferral rates, driven by voluntary contributions and automatic escalation. Average account balances grew 10% in 2024, highlighting the power of effective plan design.

Discover how Alabama’s retirement tax laws can benefit you. Learn smart tax strategies with help from a Savant financial advisor in Huntsville, AL.

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.

Recent turbulence in U.S. markets, including tech stock declines and rising tariffs, underscores the importance of diversification. Staying disciplined, focused on long-term goals, and globally diversified can help navigate volatility.

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.

The Social Security Administration has announced a significant policy change regarding benefit overpayments, effective March 27, 2025, which may substantially impact Social Security beneficiaries.

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.

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.