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While many understand the importance of estate planning, simply having a will or trust in place isn’t enough. A truly ideal estate plan requires a harmonious alignment of beneficiary designations, asset titles, and legal documents.

Even with strong savings and a solid retirement plan, many retirees struggle with the fear of spending. Concerns about market volatility, healthcare costs, and shifting from saver to spender can create financial anxiety.

As you approach retirement, it’s easy to feel like time is running out. Don’t let mistakes hold you back from achieving your ideal retirement. Learn from others and start planning now to avoid common pitfalls.

Savant financial advisor Libby Muldowney discusses how to pursue a new path somewhere between full-time work and a full-stop retirement.

Learn how families embrace the Five Capitals of Wealth to build lasting legacies—focusing on connection, purpose, and growth that span generations.

Staying healthy and financially fit go hand in hand. Just like regular workouts build physical strength, consistent financial habits can help create long-term stability. From healthcare choices to smart savings strategies, here are five ways to strengthen your financial health.

After decades of saving and working, many people find their biggest retirement challenge isn’t financial — it’s personal. What will give your life meaning when work is optional? Adopting a “Portfolio Life” mindset can help you thoughtfully design a fulfilling, balanced future built around purpose, passion, and new possibilities.

When you’re trying to save for both your children’s education and your own retirement, it’s easy to feel pulled in two directions.

A 401(k) plan is not a “set it and forget it” benefit. For plan participants, the middle of the year is a strategic checkpoint.

The One Big Beautiful Bill Act raises the estate and gift tax exclusion to $15 million, which may affect estate planning strategies for high-net-worth families.

Q2 proved the value of being globally diversified. See how international markets, patient strategies, and staying the course rewarded investors in 2025.

Understand how 1099-K forms impact your income and tax reporting. Learn tips to stay organized and avoid surprises during tax season next year and beyond.