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You may be dreaming of warmer weather and sunshine when you retire. But moving to another state involves more than you might think, including state and local tax and estate planning considerations.

According to the FBI, nearly 30 different types of scams affected senior Americans. Unfortunately, the use of sophisticated technology can make it difficult to identify scammers. Here are some common scams used by criminals to prey on older Americans and some tools you can use to avoid becoming a victim.

Many have heard the advice to max out your 401(k). But is that advice all it’s cracked up to be? While there is merit to setting a savings goal on a bi-weekly basis and automating that decision to invest in your future, is a 401(k) the best investment vehicle to use?

Determining if you’re ready to retire goes beyond reaching “your number.” It’s about designing a purpose-driven life that is filled with meaningful activities.

In November, many Americans will choose their health care benefits for 2022. You may have an opportunity to invest in a health flexible spending arrangement (FSA) or a health savings account (HSA). Selecting the account that is best for you depends on how you plan to use the money.

After a hard day at the office, the prospect of retiring to a life of leisure may seem attractive. But if you’re not quite ready to permanently step away from the job, you might want to explore your desires, fears, and abilities.

What happens when retirement isn’t all it was cracked up to be? It might mean returning to work, which may seem logical if you find yourself restless, bored, or otherwise unfulfilled.

In casual conversations, “we need a market correction” has become commonplace. The S&P 500 has doubled since the lows in March of last year. We achieved 55 new all-time highs this year; the previous record of 77 new all-time highs in 1995 is within reach.

If you have followed investment news through traditional media, you have likely heard the theory that a potential increase in the long-term capital gains rate may cause investors to sell all of their positions with unrealized gains ahead of the tax change in the name of avoiding higher future tax rates. At face value this seems like a reasonable theory, but what does historical evidence tell us?

In the U.S., our vision of retirement is evolving. Instead of working to retirement age and stopping, more people are seeking a new and different experience. With all of this talk about the end of retirement, Savant Wealth Management commissioned a study to see what the hard data had to say.

2021 created a new rivalry – those who believe inflation is temporary and others who believe it’s more indefinite. The U.S. inflation rate increased to nearly 5.4% year-over-year as of July 2021, the fastest rate of growth since 2008. Concern about rising inflation in the next few years has been a major point of contention.

The House Ways and Means Chairman recently released the current House version of the Build Back Better Act that contains pending tax reforms. The new bill contains a few tax surprises worth noting for taxpayers who want to be prepared for the tax climate ahead.