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Today’s uncertain financial environment, combined with the limited availability of traditional retirement income sources, has placed a greater responsibility on investors to find ways to improve their chances of success.

Extending healthy, active years appeals to everyone. Plus, there’s no question that investing in heart health plays the lead role in supporting healthspan and longevity.

If you are looking for a trusted advisor or team of professionals to help you make impactful financial decisions throughout your life, there are some things you may want to consider.

So many things have changed over the last few years. If your estate plan hasn’t changed, it may be time to dust it off and think about what you want for the future – specifically, what you want for your heirs.

Medicare can seem like a complicated maze with many twists and turns. You may feel overwhelmed with all the possible options, but there are some basic principles to help guide you toward finding what is right for your situation.

Savant’s Investment Research team reflects on the first half of 2022 and shares what they expect for the rest of the year.

If you own a closely held business, the past two years may have changed or even accelerated your plans for the eventual transfer of your business and your timing for partial or complete retirement. If you have considered selling or transferring your business to key employees, partners, family members or outsiders, you won’t want to miss this webinar.

Healthcare can be one of the biggest expenses a person faces in retirement. Trying to estimate and prepare for healthcare expenses can feel like an impossible and frustrating task. But there are several things you can do as you prepare for retirement. 

The past few years have shown us that global instability can have a widespread impact on markets. No one can predict the future, but we believe there are steps investors can take to help their portfolio weather the potential storms to come.

One of the most important decisions to make when you are retiring or changing jobs is what to do with your 401(k), 403(b), or any other employer-sponsored retirement plan.

The trend of aligning your core values with your investment strategy is becoming more mainstream. “Values-Based Investing” refers to an investment strategy that evaluates assets not only for profit and risk potential but also for alignment with an investor’s core values.

After years of focusing on saving as much as possible, in retirement you’ll need to switch gears and start recreating a paycheck with your savings.