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It’s hard to believe that 2026 is half over! If you made any financial resolutions this year, now is a great time to revisit them and evaluate your progress. It’s also a great time to review your financial plan, make adjustments, and update your records.

Social Security’s rules for collecting benefits are complicated. Benefits for widows are calculated differently than traditional retirement benefits, so you need to be aware of a few key rules and strategies.

Learn how wealth management in Knoxville can help investors potentially build wealth beyond retirement accounts through tax-smart investing and estate planning.

Learn key strategies for planning for a liquidity event, including tax planning, business exit planning, investment decisions, and wealth transfer considerations.

What should 401(k) plan sponsors be reviewing this summer? Explore key compliance deadlines, participant eligibility changes, and plan design considerations.

Learn practical ways retirement plan sponsors can encourage participant engagement and help support consistent saving habits during the summer months.

The widow’s tax penalty can hit either surviving spouse with a higher tax burden. Understand the impact and explore strategies to protect your finances.

Estate planning can help families clarify roles, support siblings, and avoid placing too much responsibility on one adult child.

Q2 markets showed resilience amid geopolitical tensions, inflation concerns, AI enthusiasm, and shifting rates, rewarding disciplined investors.

SpaceX’s staggered lockup gives employees six selling decisions instead of one. Here’s how to think through each window and potentially coordinate them as one diversification strategy.

Nolen Wolfe, a senior at Samford University’s Brock School of Business, interned with Savant Wealth Management in our Huntsville, Alabama, office this summer. He shares what that experience has meant to him.

Watch the video “When Can You Afford to Stop Working?” to learn expert strategies on retirement. Get practical tips from Savant Wealth Management.