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Savant Financial Advisor Jakob Loescher addresses the question, “How do I Take Money Out of My Portfolio When I Retire?”

In 2014, Congress passed the ABLE Act. It was a great day for those with special needs and their advocates because the legislation enacted unique tax advantages that were previously unavailable.

Despite higher borrowing costs and rising vacancy rates, we have reason to believe real estate will likely continue to be an attractive asset class warranting a strategic spot in a diversified portfolio.

Shedding light on money blocks can make them more manageable, enabling you to quickly identify, assess, and overcome them. Like anything in life, practice is essential, but imagine the possibilities if you consistently make progress toward your goals.

Layoffs can be a challenging experience for anyone, but for individuals over the age of 50, the process can be especially difficult. Job loss can have a significant impact on your finances, leaving you with many questions and concerns about your financial future.

The U.S. Central Bank’s Federal Open Market Committee elected to skip a rate hike at its meeting this week, in light of recent data indicating that both the labor market and inflation are slowing down. However, that doesn’t mean a rate hike is off the table for July.

Nobody wants to defend against a lawsuit, much less be forced to pay damages. Fortunately, there are some steps you can take to make it less likely that your plan becomes a target for plaintiffs.

When it comes to managing your finances, it’s easy to focus just on investments. While investment performance is undoubtedly crucial, a holistic approach to financial advice goes beyond the numbers.

When discussing estate settlement, the term “probate” frequently arises. Probate, as a legal process, ensures the systematic distribution of assets following someone’s passing, but it can evoke mixed emotions among surviving family members. 

Disagreements about inheritance, lending money, or spending habits can cause discord among family members, leading to rifts that can last for years. But it doesn’t have to be this way.

While having insurance is crucial for safeguarding against risks, it’s important to strike a balance and avoid the pitfalls of being excessively insured. Consider the following guidelines to prevent over-insurance.

Despite cooling home prices in certain areas of the U.S., high interest rates and limited inventory are still driving up prices in desirable locations. To increase affordability of vacation homes, resort communities provide alternative options like timeshares or fractional ownership.