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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.

This educational webinar can help you develop a game plan for how to incorporate tax planning effectively throughout the course of the year.

Through divorce, widowhood, or later marriages, many will need to manage their finances on their own at some point in their lives. This webinar can help you prepare for the unexpected and help you progress along the road to financial peace of mind.

For generations, most of us have had a clear-cut path. But the way we think about life, work, and retirement has shifted. This is not your grandfather’s retirement.

Phil Huber, discusses his new book — The Allocator’s Edge. While traditional portfolio building blocks like stocks and bonds will still be necessary, they may be insufficient in meeting investors’ objectives in the future.

Entering retirement represents a significant life transition. With so many changes, it’s important that your estate plan is updated and properly structured for your next chapter.

Having a relationship with a trusted advisor can help you better understand the complexities of your financial life and make more measured and thoughtful decisions. But is it really worth it?

Understanding how Social Security benefits work and how to integrate them into your retirement plan is essential to maximizing the lifetime value of your benefits.

Are you thinking that 2022 might be the year you finally retire? It’s exciting to think about the possibilities, but how do you know you’re financially ready to pull the ripcord?

Savant’s investment research team looks back at 2021 and shares some perspective on what we expect the market to look like in 2022 and beyond. 

In this recorded webinar, our financial advisors discuss several strategic ways to make a difference all year ‘round through charitable gifting. Learn how to create a gifting strategy that not only supports your favorite causes but also helps create tax efficiencies to save you money.