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Financial advisor Don Duncan discusses Savant’s integrated approach and how the 10 key planning areas work together to help clients work toward achieving their financial goals.

Rob Morrison talks about how you can put your intellectual capital to work by pivoting to a transitional career (a victory lap career) as you approach retirement age.

A comprehensive retirement income strategy is essential for a comfortable and secure retirement. A financial advisor can help create a personalized plan to maximize income and manage risk.

Margo Steinlage, president of Steinlage Insurance and Joel Cundick, a Savant Wealth Management financial advisor, discuss the many intricate details of Medicare.

Financial Advisor Cory Buehler answers the question, “Do I Need to Keep My Life Insurance After I Retire?”

When it comes to retirement planning, the focus is often on tax-deferred and tax-free accounts like your employer’s 401(k) or a Roth IRA. However, there is a third component that is commonly overlooked, can sometimes be an afterthought, or not even included in the plan at all: a taxable account.

Because of rising interest rates, individuals are turning to family members for help with securing a loan. These intra-family loans are becoming an effective method to lock in a lower rate than what is offered through most traditional lenders, such as a bank.

The Federal Open Markets Committee (FOMC) releases the dot plot each quarter. What exactly is it, why was it created, and what can it tell us?

Financial advisors Chris Ruedi and Brad Stewart provide valuable insight on assessing your current financial situation and determining if your assets are aligned with your desired retirement lifestyle. They also discuss what to do when things don’t go as planned.

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.