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Choosing the right advisor for you and your family requires careful consideration. Good chemistry is important, but asking thoughtful questions and conducting due diligence can help you differentiate between a “good” advisor and a great one.

With me today is Savant’s Chief Investment Officer, Zach Ivey. Zach took over the post on January 1st of 2025 after serving in a similar capacity at Bridgeworth Wealth Management in Birmingham, Alabama.

A financial plan is designed to help reduce future uncertainty. It provides a logical framework to navigate life’s inevitable financial challenges, such as recessions, inflation, unemployment, health issues, and cash flow needs.

The age-old question of whether $1 million is enough for retirement continues to spark debate, but the truth is, there’s no one-size-fits-all answer. It’s time to move beyond general guidelines and focus on a more personalized approach.

Last year, we introduced the WealthConfidence Scorecard, highlighting eight mindsets for improved financial well-being. With current events impacting wealth confidence, nurturing these mindsets is crucial. Today, we focus on abundance: recognizing the plentiful resources in your life, beyond just finances, to make sound money decisions.

The relationships between tariffs, currencies, interest rates, inflation, and markets are complex and constantly shifting. Predicting the exact impact requires accounting for countless variables.

Reaffirming your investing goals and guiding philosophy is essential, especially after consecutive strong market years. It’s easy to get caught up in short-term trends, but long-term success depends on maintaining discipline. As we enter this new year, focus on cash flow, long-term growth, and tax efficiency to help sustain your ideal lifestyle.

Longing to trade snow boots for flip-flops? You’re not alone. Many people dream of escaping winter’s grip, and two enticing options exist: becoming a snowbird or permanently relocating to a sunnier climate.

As we step into 2025, navigating the unpredictable currents of change will be inevitable. From geopolitical shifts to market surprises, the past year reaffirmed that uncertainty is the only constant. Here are three critical investing traps to avoid in the year ahead.

Whether you’re working or retired, Q1 is the perfect time to revisit your financial goals. Are you on track  for retirement, saving for a major purchase, or adjusting to changes in your lifestyle? Reviewing and updating your goals can help you make informed decisions about your spending, savings, and investments.

Losing a loved one is a deeply personal and difficult experience. During this challenging time, financial security may be the furthest thing from your mind. However, Social Security survivor benefits can offer some much-needed stability as you navigate this new normal.

Discover 10 tax-free alternatives to withdrawing from your retirement accounts, including using your HSA, exploring margin loans, and leveraging home equity.