Savant
Heading into a new year with high inflation can create some anxiety about the future, especially if you are retired or plan to retire soon. Savant advisors Jeff Lewis and Cory Barel discuss potential strategies to help ease the sting of inflation.
If you will retire this year, you may already be well into planning your ideal future — deciding how and where you’ll live, what hobbies and activities you’ll pursue, and determining how you’ll maintain your social network. But don’t forget these key areas.
Savant
It’s common to make New Year’s resolutions – joining a gym, starting a new diet, or abstaining from alcohol for Dry January. The notion of “new year, new me” can extend beyond our personal lives and into our portfolios. This mindset may cause investors to act as though the slate is wiped clean and a new playbook is required. But after the clock strikes midnight on New Year’s Eve, the crystal ball isn’t less cloudy than it was before.
Savant
Savant advisors Joel Cundick and Nick De Jong discuss what you need to know if you’re retiring in 2023.
Life can feel out of control during the divorce process and it’s natural to have an emotional reaction that drives you to keep the marital home. Don’t forget to pause and consider the details before finalizing your divorce settlement.
Savant
It’s beginning to feel like open season for massive corporate layoffs. Several well-known tech companies that expanded employee headcount in 2020/2021 are reconsidering their growth trajectories.
Equity (stock)-based compensation is a way for companies to reward their executives with shares of stock or stock options. These types of compensation can be an important part of an executive’s overall compensation package, and can provide a number of benefits to both the executive and the company.
Long-term, globally diversified investors willing to tolerate short-term volatility in the pursuit of long-term returns can seem rare. This was especially the case last year. Over time, however, we believe the benefits of adopting this mindset can be enormous.
A common personal-finance New Year’s resolution involves getting out of personal debt. Two common approaches are: the debt avalanche method and the debt snowball method.
As predicted, SECURE 2.0 is now the law of the land, having passed both houses of Congress and signed by President Biden just before the end of the year. The new law has many provisions that will make it easier for employees to save for retirement, and plan sponsors/business owners should be aware of rule changes that will impact existing and new plans. We lay out the most important points.
SECURE Act 2.0 is a significant piece of legislation, which is designed to improve retirement security for Americans. It includes a number of provisions that could affect the amount you can save for retirement now or in the future.
Savant
Creating a personal budget can play an essential role in helping you take control of your finances and achieve your financial goals. It’s also a handy tool for those who find themselves on their own after divorce or the loss of a spouse.
