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Past Commentary & Articles

Videos
October 10, 2024
Estate Planning Webinar

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?

Article
October 2, 2024
Medicare

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.

Videos
October 1, 2024
taking stock in elections Savant Wealth webinar

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.

Article
September 26, 2024
retirement coach charitable donation article image, retirement strategy, wealth management

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.