Category: Article

Article
January 21, 2026
Considering Divorce

Considering Divorce? How a Financial Advisor Can Help

Overall, the rate of divorces in America is falling, but it’s increasing among couples age 50 and over. The divorce process has many moving parts, and you’ll want to consider working with a team of professionals.

Article
January 20, 2026
Tree Roots

Maxims for Good and Bad Markets

Recent tariff shifts have fueled sharp swings across global markets, triggering renewed bouts of volatility. Investor sentiment has been unsettled as policy uncertainty and shifting trade dynamics.

Article
January 16, 2026

Is It Time To Hire a Financial Advisor?

Some people spend more time making vacation plans than they do selecting a financial advisor, but we believe choosing the right advisor could potentially make a major difference in your long-term financial well-being.

Article
January 16, 2026
Tax Filings after Death, flowers at a funeral

Tax Filings after Death

Losing a loved one is overwhelming, and managing their estate adds complexity. Executors, trustees, or personal representatives must handle final expenses, legal filings, and tax requirements. Understanding necessary tax returns, including individual, estate, and trust filings, helps ensure compliance during this challenging time.

Article
January 16, 2026

Health Care, Wellness, and Financial Planning

Staying healthy and financially fit go hand in hand. Just like regular workouts build physical strength, consistent financial habits can help create long-term stability. From healthcare choices to smart savings strategies, here are five ways to strengthen your financial health.

Article
January 16, 2026

Should You Consolidate Your Retirement Accounts?

Does it make sense to consolidate your retirement accounts? Like many issues, the answer is, “It depends.” Here are some pros and cons to consider before rolling all your retirement accounts into one.

Article
January 13, 2026
employee engagement retirement planning

Making Retirement Plans Work for Everyone: Practical Ways to Increase Engagement

If you’re an employer or plan sponsor, you have the ability to help make saving for retirement simpler, friendlier, and more effective for everyone.

Article
January 13, 2026
401k

Big Changes Ahead for 401(k) Plans in 2026

Now is the time to review your 401(k) strategy and confirm your plan aligns with the latest rules, whether you’re an employer ensuring compliance or an employee maximizing contributions.

Article
January 12, 2026
IRS electronic payments

The Switch to Electronic Tax Payments: What You Need to Know

The IRS stopped accepting paper checks for tax payments on September 30, 2025. Find out why the rule changed and how to pay taxes electronically.

Article
January 7, 2026
thoughtful guide to moving

A Guide to Thoughtful Moving

Take the time to process your feelings and prepare yourself for the challenges and rewards of a new beginning. Consider seeking support from friends, family, or a therapist to help you navigate the emotional rollercoaster of moving.

Article
January 6, 2026
Market Update Graphic, Zach Ivey Market Insights

2025 Market Review: A Year of Transformation, Turbulence, and Timeless Principles

Explore Savant’s 2025 Market Review: a year defined by AI-driven transformation, policy surprises, and global market shifts.

Article
January 6, 2026
sustainable withdrawal rates retirement

Safeguarding Sustainable Withdrawal Rates: How Sequence of Returns Risk Can Make or Break Your Retirement

Learn how sequence of returns risk can impact your retirement withdrawals. Discover strategies designed to help protect your long-term wealth.

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