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Small financial accounts without designated beneficiaries might seem insignificant, but they can complicate estate administration, adding unnecessary stress for your executor—often a grieving spouse or family member.

Nearly a quarter of Americans prefer to take their vacations during the winter. But what if you’re retired and want to stay longer? Consider becoming a “snowbird.”

If you expect to serve as an executor of an estate, it is crucial for you to familiarize yourself with the duties of an executor or trustee and understand the administration process.

Supporting adult children financially while encouraging their independence is a common parental challenge. The level of support – from monthly assistance to down payments – impacts family relationships and future financial habits.

As tax season approaches, many individuals review their income, assess their retirement savings strategy, and determine the best ways to maximize their contributions. For some, this includes deciding whether to contribute to a Traditional IRA or a Roth IRA.

SECURE Act 2.0 has significantly altered retirement plans, with many provisions taking effect soon. Plan sponsors must stay informed of these evolving regulations. Upcoming changes like mandatory auto-enrollment, expanded part-time employee eligibility, and catch-up contribution adjustments can present compliance challenges.

While increased retirement confidence and improved emergency savings signal progress, financial stressors continue to impact employees’ financial well-being.

Over the last 30 years, the divorce rate for couples over 50 has doubled, according to the Pew Research Center. There are many theories about the primary causes of this trend, including empty nest syndrome, boredom, and growing apart. No matter the reason, deciding to divorce later in life can have significant implications on your retirement plan, specifically your Social Security benefits.

Your advisory relationship is one of the most valuable partnerships you can have. By staying engaged, communicating openly, and leveraging Savant’s full range of services, you’re potentially setting yourself up for long-term financial wellness.

The LTI grant season is a critical time for executives to evaluate how their compensation package aligns with their financial goals, career trajectories, and risk tolerance.

Choosing the right advisor for you and your family requires careful consideration. Good chemistry is important, but asking thoughtful questions and conducting due diligence can help you differentiate between a “good” advisor and a great one.

With me today is Savant’s Chief Investment Officer, Zach Ivey. Zach took over the post on January 1st of 2025 after serving in a similar capacity at Bridgeworth Wealth Management in Birmingham, Alabama.