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Where to live in retirement involves both financial and emotional considerations. Some retirees consider relocating to warmer climates or downsizing to maintenance-free communities. These choices can affect relationships, daily routines, and long-term lifestyle goals.

Explore tax-free growth strategies for 2026, including Roth accounts, HSAs, 529 plans, life insurance, and charitable giving.

Some people plan for retirement, but not for long-term care. Learn how proactive custodial care planning can help you protect your assets, preserve dignity, and avoid costly mistakes.

Explore tax planning strategies for high-income earners in 2026, including charitable giving, retirement optimization, and capital gains planning. 

Learn how to evaluate your financial advisor, identify gaps in long-term planning, and understand when a fiduciary approach may provide greater value.

When markets drop, many investors feel like they’ve run out of time. But if you’re 60, your investment time horizon may be longer than you think.

Meet Brian Lawrence and Adam Cornwell, the North Ridge advisors who joined Savant in 2026 and still believe relationships matter more than returns.

Age-based financial planning milestones can affect taxes, retirement, Social Security, Medicare, charitable giving, and education savings decisions.

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.

Kevin Warsh begins as Fed Chair favoring rate policy over asset purchases, a leaner balance sheet, and a narrower definition of the central bank’s mandate.

Learn key considerations for gifts to minors, including Trump Accounts, 529 plans, UTMA accounts, and taxable accounts, and how each option differs.

Plan sponsors can use a midyear check to review communications, assess engagement, and stay aligned with SECURE 2.0 requirements.