Social Security’s rules for collecting benefits are complicated. Benefits for widows are calculated differently than traditional retirement benefits, so you need to be aware of a few key rules and strategies.
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We believe the quality of advice you receive can help make a big difference in your financial success. Whether you’re looking to invest, save for retirement, or simply create a budget, getting the right advice can help you make informed decisions.
The college application process is full of deadlines, essays, and extensive forms, not to mention the organizational skills needed to pull it all together. If you have a child who hopes to attend college one day, here are some tips to help make the process a little easier.
Since the passage of SECURE 2.0 at the end of 2022, it is likely that many employers are reviewing their plans in anticipation of incorporating some or all of the revisions. This means that it’s probably also a good time to review some basics of non-discrimination testing.
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Although planning for the death of a spouse is unpleasant, the possibility of losing considerable income because your spouse passes away can be just as unpleasant. Proactive planning can help ease some of that strain.
The State of Arizona provides an opportunity for taxpayers to redirect their tax dollars to causes they care about without any additional cost. Learn more about five programs that are available to individual taxpayers in Arizona.
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Heading into a new year with high inflation can create some anxiety about the future, especially if you are retired or plan to retire soon. Savant advisors Jeff Lewis and Cory Barel discuss potential strategies to help ease the sting of inflation.
If you will retire this year, you may already be well into planning your ideal future — deciding how and where you’ll live, what hobbies and activities you’ll pursue, and determining how you’ll maintain your social network. But don’t forget these key areas.
It’s common to make New Year’s resolutions – joining a gym, starting a new diet, or abstaining from alcohol for Dry January. The notion of “new year, new me” can extend beyond our personal lives and into our portfolios. This mindset may cause investors to act as though the slate is wiped clean and a new playbook is required. But after the clock strikes midnight on New Year’s Eve, the crystal ball isn’t less cloudy than it was before.
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Savant advisors Joel Cundick and Nick De Jong discuss what you need to know if you’re retiring in 2023.
Life can feel out of control during the divorce process and it’s natural to have an emotional reaction that drives you to keep the marital home. Don’t forget to pause and consider the details before finalizing your divorce settlement.
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It’s beginning to feel like open season for massive corporate layoffs. Several well-known tech companies that expanded employee headcount in 2020/2021 are reconsidering their growth trajectories.
