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Life transitions can be difficult and one that is often underestimated is retirement. When the day finally comes, most retirees are unprepared for what happens next.

The Social Security Administration has announced a significant policy change regarding benefit overpayments, effective March 27, 2025, which may substantially impact Social Security beneficiaries.

During periods of market volatility, it’s easy to feel anxious about your investments. However, stepping back and viewing investing as long-term ownership—much like running a successful business—can provide valuable perspective and confidence.

In today’s digital age, information is abundant, but true wisdom is rare. At Savant, we transform data into actionable insights, guiding clients with proficiency, discipline, and evidence-based strategies.

The U.S. faces a daunting fiscal dilemma: rising national debt driven by deficit spending, leaving two unappealing options—raise taxes or cut spending. This article explores the challenges, political realities, and investor strategies.

The FIRE movement redefined retirement by emphasizing aggressive saving and investing. However, many early retirees discovered that financial freedom alone wasn’t enough—navigating the psychological and emotional aspects of retirement proved equally essential.

2025 could be one of the most challenging years for estate planning in generations. This webinar delves into the possible sunset of unprecedented high federal estate and gift tax exemptions.

Divorce demands emotional resilience and astute financial planning. Asset division, particularly regarding the marital home, carries significant tax implications. Understanding taxable versus non-taxable transfers, capital gains, and retirement account splits is crucial.

Tax season can feel overwhelming, but staying organized and informed can help make the process much smoother. Understanding key tax deadlines, gathering the right documents, and knowing which deductions or credits you qualify for can help you maximize your return and avoid penalties.

A generational divide is emerging as younger people invest less than their predecessors. Many prioritize immediate needs over long-term financial planning. Bridging this gap requires education, accessible tools, and a cultural shift toward early, consistent investing.

A well-structured budget is key for planning a relaxing retirement. Key components: Understand your retirement income, categorize expenses, and track spending. Be flexible and set clear financial goals.

Our early money lessons shape our financial behavior. These beliefs can limit our confidence and hinder our goals. Read on to explore how shifting mindsets can empower you to make better financial decisions.