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Are you worried about your aging parents? Maybe they’re facing health challenges, or you’ve heard unsettling stories from friends. You know you need to talk with them about their plans for the future, but where do you begin?

Enjoyed your years of saving but unsure how to spend? Don’t let guilt or fear hold you back. Watch this recorded webinar to help you develop smart spending strategies for a fulfilling retirement.

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?

Savant’s tax team discusses year-end tax strategies and upcoming changes due to the expiration of the Tax Cuts and Jobs Act (TCJA) at the end of 2025 in this recorded webinar.

Market volatility has increased recently, with markets down 5-10% since late July. While this is concerning, it’s important to remember that volatility is a normal part of investing. Find out more about the factors driving market movement and the importance of maintaining a disciplined investment approach.

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.

Feeling unsure about exercising your company stock options? Financial Advisor Matt Witter discusses the critical factors impacting this decision, including tax implications, timing strategies, and more.

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.

Navigating the complexities of Social Security can be challenging, especially for those with substantial assets and income. Watch our educational webinar recording designed specifically to help high income earners integrate Social Security into their retirement plan.

Making decisions about your retirement – where you want to live, how you’ll protect your assets, what kind of care you want should you ever need it – is no small task. Learn more about how to involve your family in the process.

Whether you’re just starting your retirement journey or fine-tuning your existing plan, this recorded webinar is tailored to equip you with actionable insights to help you build a solid financial foundation and prepare you for retirement.

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.