Articles, Market Commentary
& More

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

Market volatility is inevitable, but how you react to it can make all the difference in pursuing your financial goals. Watch this insightful on-demand webinar that explores the psychology of investing during turbulent times, and review strategies designed to help maintain confidence and discipline in your portfolio.

Ensuring your wealth is passed on according to your wishes requires more than just a basic estate plan. Without the right strategies in place, your assets could be exposed to unnecessary taxes, legal delays, and family conflicts.

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.

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.

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.

This is a common question when you’re ready to plan your retirement income. Many people want to start Social Security payments as soon as they’re eligible at age 62, but did you know that if you wait, your benefits increase 8% annually?

The fear of a market downturn often paralyzes retirees. But bear markets are a normal part of investing. The key to a successful retirement isn’t avoiding them, but being prepared for them.

In this on-demand webinar, you’ll learn about essential tools, strategies, and insights to help you make the most of your retirement, no matter how close you are.

Are you ready to make the most of your retirement years? Watch this dynamic on-demand webinar designed to equip you with the tools and strategies to help maximize your retirement experience.

Saving for retirement requires delaying gratification, but that habit can become so ingrained that spending in retirement feels uncomfortable. Watch Financial Advisor Joel Cundick discuss shifting from saving to spending with purpose and confidence.

2025 could be one of the most challenging years for estate planning in generations. This webinar delves into the possible sunset of unprecedented high federal estate and gift tax exemptions.