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I applied for the internship to better understand this field and to learn from professionals committed to fiduciary financial planning and services. My experience at Savant helped provide meaningful exposure to this approach.

Watch the video Confident Spending in Retirement. Financial advisor Joel Cundick discusses the mental shift involved in the retirement transition from saving to spending, with ideas about allocating your spending on what will be most meaningful to you.

While navigating the sea of retirement advice can feel overwhelming, don’t let it stall your saving efforts. Debunking these myths can help empower you to take charge and build a brighter retirement future.

A revocable living trust provides control over asset distribution, adaptability for life’s changes, and a way to help avoid probate. Even with higher federal exemptions, it remains valuable—just don’t overlook state taxes or neglect the crucial step of funding the trust.

If you’re aged 70 ½ or older, you can consider a “charitable IRA rollover,” or qualified charitable distribution (QCD). Donating this way not only helps a worthy cause; it can also help you save on your taxes.

On Aug. 7, Pres. Donald Trump signed an executive order titled Democratizing Access to Alternative Assets for 401(k) Investors, aimed at expanding the investment choices available to participants in defined contribution retirement plans under the Employee Retirement Income Security Act of 1974 (ERISA).

Your net worth statement is your financial blueprint. It outlines your assets, debts, and overall financial standing. Discover why regularly tracking it is essential for building wealth.

As inflation continues to weigh on the economy, its effects are felt in nearly every aspect of Americans’ financial lives, particularly when it comes to retirement planning.

Wealth transfer advisor Alaina Davalos and financial advisor Evan Kuykendall explore strategies for managing and transferring wealth, helping to create your financial legacy in this on-demand webinar.

A significant wealth transfer is on the horizon, with trillions of dollars poised to pass to the next generation. But inheriting money comes with a crucial decision: should you stick with your parents’ financial advisor? Here are key questions to ask yourself as you navigate this financial crossroads.

Retiring early, usually prior to age 65, can present a unique set of circumstances. Remember to keep in mind how it may affect accessing funds, securing healthcare, and planning for a longer retirement period.

For those earning above specific income thresholds, IRMAA applies to both Original Medicare and Medicare Advantage enrollees, significantly increasing monthly costs. If you’re navigating Medicare costs or planning for retirement, this overview can help you understand the impact of IRMAA and the steps you can take to effectively manage your premiums.