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Past Commentary & Articles

Article
July 24, 2024
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Choosing the right plan provider is essential for a successful retirement plan. This decision impacts plan efficiency, participant engagement, and your fiduciary obligations. To help you make an informed choice, we’ve outlined six crucial questions to ask potential providers.

Article
July 23, 2024
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The widespread disruption caused by the recent CrowdStrike outage has created a prime opportunity for cybercriminals to capitalize on the chaos. As businesses and individuals scramble to recover from this major setback, scammers are emerging with deceptive tactics designed to steal personal information and financial assets.

Article
July 23, 2024
The Retirement Coach, Jack Phelps, Savant Wealth Management

Four key numbers can significantly impact your financial independence. We explored the first in our previous article. Today, we’ll delve into the remaining three: the duration of your retirement savings, the potential impact of inflation, and the total value of your investment accounts.

Videos
July 18, 2024
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Navigating the complexities of Social Security can be challenging, especially for those with substantial assets and income. Watch our educational webinar recording designed specifically to help high income earners integrate Social Security into their retirement plan.

Article
July 15, 2024
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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.

Article
July 2, 2024
The Retirement Coach, Jack Phelps, Savant Wealth Management

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.

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