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Past Commentary & Articles

Article
July 15, 2025
The Retirement Coach, Jack Phelps, Savant Wealth Management

After decades of saving and working, many people find their biggest retirement challenge isn’t financial — it’s personal. What will give your life meaning when work is optional? Adopting a “Portfolio Life” mindset can help you thoughtfully design a fulfilling, balanced future built around purpose, passion, and new possibilities.

Videos
July 10, 2025
Estate Planning 101 Webinar

Proper estate planning is designed to safeguard your hard-earned assets and help provide you and your heirs with increased peace of mind. Ready to learn the basics?

Article
July 10, 2025
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Taxes often get attention only at filing time, but effective tax planning is a continuous, year-round process. By staying proactive, you can help reduce tax surprises, uncover valuable savings, and better align your financial decisions with long-term retirement and wealth-building goals.

Article
July 9, 2025
roth conversions

In the world of retirement planning, few tools stir as much strategic debate as the Roth conversion. Converting pre-tax retirement assets from a traditional IRA or employer-sponsored plan into a Roth IRA can offer incredible long-term tax advantages—but it’s not without its risks.

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