Category: Article

Article
March 20, 2026
recession-stock-market-graph

How Many Recessions Have You Lived Through? 

Recessions are a normal part of the economic landscape. Read on to learn more about how they’re determined, how often they’ve come around in recent history, and what has often followed historically.

Article
March 19, 2026
The Retirement Coach, Jack Phelps, Savant Wealth Management

When You Transition to Retirement, Remember the Lid is No Longer on the Jar

Retirement habits can limit joy long after work ends. Learn why old perceptions hold you back and how planning can help unlock a fuller life.

Article
March 19, 2026
target-date funds image - retirees

Are Target-Date Funds Enough for Retirement? 

Target-date funds are common in 401(k)s. Learn how glide paths, inflation, and longevity factor into retirement planning.

Article
March 16, 2026
One Big Beautiful Bill Act, Income Tax, 37% Tax Bracket

One Big Beautiful Bill Act: What High-Income Earners Should Know for 2026

If you’re in the top tax bracket, proposed changes for 2026 could affect your tax bill in ways that aren’t immediately obvious. Here are three subtle shifts high‑income earners should understand and plan for ahead of time.

Article
March 13, 2026
tech professional-equity compensation

Equity Compensation: Your Employer’s Stock Plans and What They Mean for You 

Few tech professionals really understand how equity compensation works. Use this guide to learn about the types of compensation and potential tax issues.

Article
March 13, 2026
stock compensation

An Introduction to Restricted Stock and RSUs

Restricted stock and restricted stock units are two popular types of equity compensation. We break down how they work and vest, and how they are taxed.

Article
March 13, 2026
RSUs-tech-stock-diversify

Cashing Out RSUs: Dodging Tech Stock Disasters by Diversifying 

Selling RSU shares and investing in a diversified mix of securities can help manage risk and support long-term financial goals.

Article
March 13, 2026
saving money for grandchildren

Trump Account Basics: A New Way to Start Saving for Your Grandchildren

Learn how Trump accounts work, key rules, and how grandparents can use them to help grandchildren start investing.

Article
March 11, 2026

Income Distribution in Retirement

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.

Article
March 11, 2026
The Retirement Coach, Jack Phelps, Savant Wealth Management

Before Reacting to Recent Market Volatility, Look at These Three Long-Term Reality Checks 

Recent market volatility and troubling headlines out of the Middle East can make investing feel more stressful and personal, especially as we get older and our financial decisions carry more weight. During times like these, perspective matters.

Article
March 10, 2026

Are You Ready to Retire? Watch for These Clues

Wondering if you’re ready to retire? Learn what to expect financially, emotionally, and socially with these tips designed to help create a smooth transition.

Article
March 9, 2026

Don’t Sabotage Your Financial Future by Overbuying on a Home

Thinking of upgrading your home? Learn why overspending can jeopardize retirement and how smart planning keeps your financial future secure.

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