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To commemorate Epilepsy Awareness Month, Jeremy Joseph tells a story about his son Parker and the importance of special needs planning.

The combination of undervaluation, underappreciation, and a potentially heightened period of demand could create an environment where “the old economy” is here to stay.

The season of giving is upon us, which is a great time to reexamine the ways you give. Are you making the best financial decisions for you and those you care about?

You may have heard your friends or even your advisor talk about it: a backdoor Roth IRA conversion. What is it, and how do you know whether it’s right for you?

It’s open-enrollment season, and at some companies, employees will need to choose whether they would like to sign up for a Health Savings Account (HSA), a Flexible Spending Account (FSA), or a Health Reimbursement Account (HRA). It may sound like alphabet soup, but is important to understand.

Join three Savant financial advisors for a panel discussion around common strategies and foundational beliefs to assist you in your retirement journey.

The loss of a loved one can be devastating, and there is no easy way through it. Everyone grieves and heals at their own pace, in their own way. Some will look inward for the strength to make it through, and some will reach out for support.

Last week, the IRS announced a variety of tax-related adjustments designed to offset the effects of inflation. These adjustments generally apply to the 2023 tax year, for returns that will be filed in 2024.

You may already have a will or estate plan in place to guide your heirs in distributing your money or possessions after you die. Does that plan also address how you would like your life to be honored?

Inflation continues to be a nuisance and remains the biggest worry among investors. Headline inflation is the highest in 40 years and the Fed has indicated they will do “whatever it takes” to bring inflation down. All this and more in this quarter’s edition of MarketWise!

Last week, the Social Security Administration (SSA) announced its 2023 cost of living adjustment, or COLA, would be 8.7%, the highest adjustment since 1981. The increase, which is based on the Consumer Price Index, affects around 70 million Americans, providing more than a $140 monthly increase for the average Social Security recipient.

Our patience with the stock market is being tested and we all have questions no one can answer. When will inflation come down? Has the stock market hit bottom yet? How much higher will interest rates go? Are we in a recession? We do, however, know from history that difficult periods set up good opportunities on the other side.