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The idea of “spending more” isn’t a departure from wise planning—it’s the natural evolution of it. You’ve worked hard to build your wealth.

Many people overlook their Social Security benefits before retirement. Fortunately, the Social Security Administration makes it easy to access your estimated benefits online.

To avoid a big tax surprise, you may need to change your mindset about tax planning. By being proactive and planning throughout the entire year instead of just at tax time, you can help to maximize your benefits and minimize the surprises.

Small financial accounts without designated beneficiaries might seem insignificant, but they can complicate estate administration, adding unnecessary stress for your executor—often a grieving spouse or family member.

How can you make sure that you’re getting everything you’re entitled to under your homeowner’s insurance policy, and at the same time, clean up your house and get it back to normal?

In a recent appearance on Edge TV, Savant Wealth Management CEO, Brent Brodeski, shared some insights about the rapidly changing future of the financial services industry.

For many of us, the earliest lessons about money, work, and responsibility came from our dads—sometimes through stories, other times by example. In this post, several advisors reflect on the financial wisdom their fathers shared and how it still influences them today.

Custom indexing has gained attention as a potential game-changer for your personal investment strategy, But how do you know if custom indexing is a good strategy for you?

Losing a parent can be one of life’s most challenging experiences, especially with the overwhelming legal, tax, and administrative responsibilities that follow. This informative on-demand webinar aims to provide practical steps and support to help you effectively manage these responsibilities.

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.

Naturally, people fear losses more than they value gains. This is why many clients worry about financial setbacks. We often see “financial F.E.A.R.” – False Evidence Appearing Real. These fears often have a basis in truth but require deeper understanding. Here are four common retirement fears.

Year-round tax planning can help reduce the pressure you may feel at tax time. Tax planning involves developing and implementing long-term strategies to help ensure you’ll pay the least amount of taxes over your lifetime, rather than in any given year.