Retiring in your 50s might sound idyllic, but tapping into your retirement savings early can come with a hefty price tag. The IRS’s “Rule of 55” could be a potential workaround. This rule could exempt you from the 10% penalty under certain conditions.

Quality and value investing share fundamentals but reward different traits. Together, they can help diversify portfolios across markets.

Explore how taxes affect investment results and why coordinating investments and tax planning can matter over time.

A power of attorney ends at death. Learn why banks won’t honor it and how beneficiaries or payable on death or transfer on death designations can help avoid probate.

A Family Love Letter helps organize accounts, documents, and values so loved ones know what to do during a crisis or loss.

Estate planning updates during marriage can shift control and assets before divorce. Learn how women can spot red flags and help protect their financial power.

Behavioral biases shape how investors think and act in market cycles. Understanding them supports more disciplined, long-term decisions with trusted guidance.

Explore ways couples can manage money together through regular communication, shared responsibilities, and clear financial goals.

If you’re aged 70 ½ or older, you can consider a “charitable IRA rollover,” or qualified charitable distribution (QCD). Donating this way not only helps a worthy cause; it can also help you save on your taxes.

Employees might not be familiar with the technical aspects of retirement plan regulation but may recognize when leadership takes retirement planning seriously. Regular communication, accessible education, and visible governance activities help contribute to a sense of organizational stability.

Savant Wealth Management CEO Brent Brodeski discusses AI’s effect on financial planning and why it won’t replace human advisors.

Many affluent families focus on federal estate taxes while overlooking state estate and inheritance taxes. Understanding how state rules differ may help inform planning decisions and support long-term wealth and legacy objectives.