Articles, Market Commentary
& More

We believe the quality of advice you receive can help make a big difference in your financial success. Whether you’re looking to invest, save for retirement, or simply create a budget, getting the right advice can help you make informed decisions.

Having meticulously planned and saved throughout your life, you’ve reached the moment of retirement! The excitement is palpable, but there might be lingering concerns about ensuring your assets cover all your needs.

If a year-end bonus from your employer is sitting in your bank account, congratulations! Here are several ideas on how to deploy your year-end bonus that could help you improve your financial future.

As the Federal Reserve raised rates in 2023, money market funds became popular, drawing in $1.1 trillion due to economic uncertainty, bank collapses, inflation, and other factors. Yet, investing in global stocks and bonds likely would have yielded higher returns than money market funds.

Plan sponsors are facing new considerations with the inclusion of long-term part-time (LTPT) employees in 401(k) plans. Here are some highlights of the essential aspects plan sponsors should address to ensure compliance and effective administration.

As hardship distributions and participant loans increase, plan sponsors need to understand their responsibilities to oversee and track these activities. Even if they use a third-party administrator, plan sponsors are ultimately responsible for meeting the IRS’s guidelines for reporting these activities.

As their retirement approaches, most people tend to focus heavily on the financial element of their planning. But the financial capacity to retire is merely one area of several critical elements involved in effective retirement planning.

When you write your eulogy, you get a clear picture of how you think about yourself. These insights can help you gain perspective into what the rest of your life could look like. Consider it the first draft of your retirement plan.

While many American families will still be exempt from paying federal estate tax in 2026, some wealthy families may be caught off guard by this monumental change. What can you do to prepare?

This educational webinar explores vital steps and strategies needed to protect your assets upon retirement and leave a lasting legacy for generations to come.

With just a few weeks left until the end of the year, you still have time to optimize your financial health. We’ve compiled a short list of ideas from Savant’s financial advisors to help you get started.

Whether you are investing, safeguarding your assets, or planning for retirement, there are important questions you should ask a financial advisor this upcoming year.