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Past Commentary & Articles

While you may be saving for the day when you can stop working full-time, you may not really know what that day will look like. How will you know you’re ready?

Divorce can have a significant impact on your retirement plan, leaving you feeling uncertain and financially vulnerable. But it doesn’t have to be that way!

When you decide to get a new car, one of the biggest decisions is whether to buy or lease. Both options have their pros and cons, and it’s important to consider your individual circumstances and priorities before making a decision.

Experiencing a job loss is an unpleasant experience for anyone, but it can be particularly complex for company executives who have stock-based compensation, long-term incentives, pension benefits, and other perks. Here are some common recommendations for executives who are facing job loss.

In addition to benefiting charities, donations can also be helpful to the giver, if you know the rules about taxation. Here are some answers to frequently asked questions about charitable gifting.

Many adults feel stressed about the future and whether they will have enough money to meet their needs. The good news is there are ways to help minimize that stress and even reduce some stress-related health issues.

A naturally curious person, Anne Mank, Savant’s director of financial planning, enjoys delving into what motivates people. Her love of puzzles and mathematics helped her discover the world of accounting, which eventually evolved into a passion for financial planning. Learn more about her story.

Great in theory, lousy in practice. That about sums up the historical experience of investing in “thematic” mutual funds and ETFs. The challenge of thematic investing, particularly in public markets, is that it charms you into imagining what’s possible at the expense of recognizing what’s probable. Its intentions are pure, but it’s the unintended consequences that inevitably lead to its demise.

Do you agree on your financial goals, budget, and money habits? Watch Savant’s director of financial planning Anne Mank and financial advisor Wayne Titus discuss strategies for financial harmony in your relationship in this recorded webinar.

For doctors, dentists, and other medical practitioners who own their practices, it’s no secret that, while they may enjoy incomes well above the average, significant challenges exist with respect to planning for a secure, comfortable retirement.

Many retirees are fleeing high cost states such as Illinois, New York, and California for greener pastures like Florida. Are you contemplating making a change?

In some cases, elderly parents may need to move in with their adult children to receive assistance with daily tasks and medical care. While this can be a great way for families to come together and provide support, it likely also involves additional expenses.