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The second quarter of 2024 unfolded amidst a backdrop of economic normalization and evolving market dynamics. While global equities exhibited resilience, underlying trends revealed a complex investment environment.

Volatile markets, persistent inflation, and geopolitical tensions have created a perfect storm of financial uncertainty. These challenges can be overwhelming, especially when planning for retirement. Now more than ever, seeking guidance from a financial advisor is crucial.

Many people worry about becoming a burden on their loved ones as they get older. Here’s a five-step plan to help you reduce that worry and ensure a smoother future for yourself and your family.

Many Americans grapple with navigating Social Security retirement benefits. But it’s not just about the individual; spouses also need to understand how these choices can impact them. Learn more about eligibility for spousal benefits, different benefit types, and the application process.

Every Fourth of July, we celebrate the American spirit – the freedom to choose our own paths and chase our dreams. But what if worries about financial burdens limit your choices? As a coach with over 35 years of experience guiding people through retirement, I’ve seen firsthand how a lack of financial confidence can steal the very independence we celebrate.

Financial independence is a highly personal concept, meaning different things to different people. It’s a journey to discover what brings joy and fulfillment into your life, whether that’s traveling, family, personal projects, or simply living life on your own terms.

Whether you’re just starting your retirement journey or fine-tuning your existing plan, this recorded webinar is tailored to equip you with actionable insights to help you build a solid financial foundation and prepare you for retirement.

A 401(k) plan helps attract and retain dedicated employees while also building a secure retirement. As a sponsor, paying close attention to plan details, particularly the fees, is important. In this article, we discuss why fees matter for employer-sponsored plans.

At Savant, we believe in an evidence-based approach to investing, leveraging specific characteristics or “factors” that can potentially drive higher returns and help manage risk more effectively. This approach, rooted in academic research and empirical data, aims to create diversified portfolios that help optimize returns by systematically targeting these factors.

Every year on July 1st, we celebrate National Financial Freedom Day – a day dedicated to empowering individuals to take control of their finances. Financial freedom goes beyond simply having a luxurious lifestyle; it’s about having the power to design a life that aligns with your deepest values.

The Tax Cuts and Jobs Act (TCJA) of 2017 brought significant changes to individual tax filing. However, many of the individual tax benefits were temporary and set to expire at the end of 2025.

Now is the perfect time to revive your resolutions and financial goals. It’s never too late to refocus, regardless of the time of year. Don’t be hard on yourself if you haven’t made as much progress as you expected. Remember, you did your best and now you’re ready to get back on track!