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Past Commentary & Articles

Videos
September 16, 2021
Savant Wealth Management Webinars 900x600

In the U.S., our vision of retirement is evolving. Instead of working to retirement age and stopping, more people are seeking a new and different experience. With all of this talk about the end of retirement, Savant Wealth Management commissioned a study to see what the hard data had to say.

White Papers
September 15, 2021
approaching zero taxes whitepaper by savant

Learn more about an approach to investing known as “tax-efficient investing” in our recently updated 3rd edition Approaching Zero Taxes white paper. This group of concepts and investment tax tools can be used to form a tax-efficient investment approach, with the ultimate goal of increasing after-tax returns.

Article
September 13, 2021
Retirement

Whether you’re changing jobs or retiring, you have important considerations regarding what action to take with your 401(k), 403(b), and other employer sponsored retirement plans. One of the most important decisions to be made when you are retiring or changing jobs is what action to take with your 401(k), 403(b), or any other employer-sponsored retirement plans. Financial advisor Kevin Kingston walks through several considerations in his blog post.

Article
September 9, 2021

While COVID-induced layoffs and furloughs accelerated retirement plans for some, Savant wanted to learn more about the pandemic’s effects on retirement plans for high-net-worth investors and whether factors like age or gender made a difference. See what our research found.

Videos
September 9, 2021
Savant Wealth Management Webinars 900x600

Retirement may seem a long way off, but there are things you can do to prepare now!

In this webinar recording, financial advisors Ryan Monette and Allison Alexander discuss strategies that can help you prepare to retire.

Article
September 7, 2021

Most of us know someone who experienced a false-start retirement. After many rounds of golf or several vacations, they feel unfulfilled and return to work. Find out more about how to avoid a false-start retirement and the numbers behind this phenomenon.

Article
September 1, 2021

Over the last 30 years, the divorce rate for couples over 50 has doubled, according to the Pew Research Center. There are many theories about the primary causes of this trend, including empty nest syndrome, boredom, and growing apart. No matter the reason, deciding to divorce later in life can have significant implications on your retirement plan, specifically your Social Security benefits.

Article
September 1, 2021

Keeping your financial sanity lies in focusing on what you can control, including your income, expenses, and savings. That’s why budgeting is extremely important. Financial advisor Adam Glassberg focuses on five budgeting fundamentals to keep in mind.