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Losing a parent is one of life’s most challenging experiences, and the administrative responsibilities that follow can be overwhelming.

Are you worried about your aging parents? Maybe they’re facing health challenges, or you’ve heard unsettling stories from friends. You know you need to talk with them about their plans for the future, but where do you begin?

As Labor Day approaches, let’s applaud those who’ve achieved financial independence! If you’re among this elite group, congratulations! You’ve earned the freedom to live life on your terms!

Once the kids are out of the house, many empty nesters are faced with too much free time. When considering what to do, one popular option for retirees is travel.

Credit cards are a household staple, offering convenience and rewards like cash back or travel perks. Learn three tips to help you maximize your credit card rewards — from choosing the right card to managing debt wisely.

Enjoyed your years of saving but unsure how to spend? Don’t let guilt or fear hold you back. Watch this recorded webinar to help you develop smart spending strategies for a fulfilling retirement.

A recent court ruling has temporarily blocked the implementation of the U.S. Department of Labor’s (DOL) Retirement Security Rule, which was set to significantly impact the retirement planning landscape.

Investing in retirement is different from investing during your working years. A key strategy is knowing which part of your retirement portfolio should not be invested. Though it may seem counterintuitive, this approach can help capture higher long-term market returns.

The rules governing inherited IRAs have just undergone a major overhaul. The SECURE Act of 2019 and subsequent IRS regulations have significantly impacted how beneficiaries can access and manage inherited retirement funds.

Savant’s tax team discusses year-end tax strategies and upcoming changes due to the expiration of the Tax Cuts and Jobs Act (TCJA) at the end of 2025 in this recorded webinar.

Market volatility has increased recently, with markets down 5-10% since late July. While this is concerning, it’s important to remember that volatility is a normal part of investing. Find out more about the factors driving market movement and the importance of maintaining a disciplined investment approach.

The traditional notion of retirement is evolving, with many individuals opting for a combination of work and retirement. This shift has led to innovative approaches for accessing retirement funds. One such strategy is in-service withdrawals from a 401(k).