Articles, Market Commentary
& More

Changing your 401(k) provider may not be as rough as you think. In this article, we break down the steps and provide helpful tips to make the transition smoother.

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

Ever driven a racecar at high speeds? My friend has, and he learned a valuable lesson: when things get tough, keep your eyes on the finish line, not the obstacles. The same goes for retirement planning. Staying focused on your goals can help you navigate any challenges with ease.

Transitioning from private, employer-provided healthcare to Medicare can feel like an intimidating proposition. But investing time to learn the basics can help you feel more comfortable.

By carefully considering these factors and seeking professional guidance, you can make a well-informed decision about moving abroad and help ensure a smooth transition.

Are you tired of getting surprised with a large tax bill every year because of your stock-based compensation? You’re not alone. Busy executives like you juggle a million things, and tax planning often gets pushed to the back burner.

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.

If you’re approaching age 65 or are already enrolled in Medicare, you may find the program’s coverage options and costs confusing. Medicare is a federal health insurance program divided into four parts, each with its own coverage options and costs. Understanding what each part covers and when you can enroll in the program is crucial to ensure you have appropriate coverage for your healthcare needs.

With the 2024 presidential and congressional elections just around the corner, investors are bracing for potential market implications. Dennis Covington, Savant’s managing director, and Apollo Lupescu, VP at Dimensional Fund Advisors, tackle these pressing questions in a recorded webinar.

Doing your homework before donating can not only help disaster victims quickly and effectively; it can also help you feel you’ve truly made a difference.

Fall is prime time for charitable giving, but before you write any checks, consider these two strategies that could help benefit you and your favorite causes. We’ll explore donating appreciated stock and leveraging Qualified Charitable Distributions (QCDs) from your IRA.

If you’re nearing retirement age without enough saved, you’re not alone. Many people face this challenge. However, there are strategies to help you build a more secure financial future, even if you’re starting late.