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Today’s workforce is redefining what it means to retire. Are you considering a path between full-time work and complete retirement? Watch Savant Financial Advisor Libby Muldowney as she explores how to create a fulfilling lifestyle during this new phase of life.

Being named executor of a loved one’s estate can feel overwhelming. If you’re unsure about accepting the role, you’re not alone. Here’s what to know—and what to do—if you decide it’s not the right responsibility for you.

Last year, we launched the WealthConfidence Scorecard to help people understand and strengthen the eight key mindsets that influence financial well-being. Today, we’re focusing on “connectedness”—a mindset that plays a vital role in your financial confidence and overall fulfillment.

A new lifestyle trend is emerging in financial planning: micro-retirement. Popular among Gen Z, it offers a break from traditional work to recharge, travel, or pursue passions. But is it a smart move for your future? Let’s explore.

Katherine and James retired with dreams of leisure and travel—until Parkinson’s changed everything. Now caregivers, their story reflects a rising trend: retirees facing unexpected burdens. Financial strain, emotional stress, and lost freedom are reshaping what retirement really looks like today.

In times of market turbulence, emotional discipline and a sound framework are essential. As recent volatility stirs echoes of past crises, we remain steadfast in our evidence-based approach—anchored in patience, diversification, and perspective—to help weather uncertainty and pursue long-term financial success.

Whether you’re just starting to think about retirement or fine-tuning your existing plan, this on-demand webinar is tailored to equip you with actionable insights to help you prepare for retirement by building a solid financial foundation.

Being an executor is a difficult and time-consuming task, which is why it’s important to make the process as easy as possible for the loved ones you leave behind. Preparing in advance not only helps you ensure the best outcome, but it also helps your executor feel confident that they’re acting in accordance with your wishes.

For retirement plan sponsors, understanding why Roth 401(k)s are gaining traction is critical to providing a competitive and effective retirement plan offering.

Cybersecurity has evolved far beyond an IT concern—it’s now a critical fiduciary obligation for 401(k) plan sponsors. With increasingly sophisticated cyber threats and the high value of retirement accounts, employers must take proactive steps to safeguard participant assets and sensitive information.

I recently spoke with a thoughtful couple preparing for retirement after 31 years of work. They were curious about the “100 minus your age” rule—a common guideline that, while simple, may be dangerously misleading when applied without context.

As you approach retirement, it’s easy to feel like time is running out. Don’t let mistakes hold you back from achieving your ideal retirement. Learn from others and start planning now to avoid common pitfalls.