Articles, Market Commentary
& More

Unfortunately, there is not a consistent standard and almost anyone can call themselves a financial advisor. This video will help you compare the common services, standards of care, and fee structures so you can determine the true cost of any financial advisor.

The divorce process can be challenging. Once the divorce decree is final, the last thing you may want to do is more paperwork. That’s why so many divorcees lose sight of the critical step of updating their will.

Watch the video “Avoiding Medicare Mistakes in Retirement” to learn expert strategies on retirement. Get practical tips from Savant Wealth Management.

Watch the video “Retirement Realities: Bliss or Bust” to learn expert strategies on retirement. Get practical tips from Savant Wealth Management.

Watch the video “Gifting Money to Family: Minimizing Uncle Sam’s Cut” to learn expert strategies on gifting money to family. Get practical tips from Savant Wealth Management.

Receiving a large inheritance can be life changing. While it may be tempting to spend quickly, taking time to reflect on your values and goals can lead to informed decisions.

In this on-demand webinar, financial advisors Libby Muldowney and Danielle (Dahn) Moore share tools and strategies to help you maximize your retirement—at any stage.

Watch the video Confident Spending in Retirement. Financial advisor Joel Cundick discusses the mental shift involved in the retirement transition from saving to spending, with ideas about allocating your spending on what will be most meaningful to you.

Wealth transfer advisor Alaina Davalos and financial advisor Evan Kuykendall explore strategies for managing and transferring wealth, helping to create your financial legacy in this on-demand webinar.

Whether you’re early in your career, approaching retirement, or already in your next chapter, this webinar is tailored to help you plan with more clarity, confidence, and efficiency.

Planning for retirement involves more than just saving money; there are eight key milestones that play a crucial role in your retirement strategy.

To avoid a big tax surprise, you may need to change your mindset about tax planning. By being proactive and planning throughout the entire year instead of just at tax time, you can help to maximize your benefits and minimize the surprises.