Articles, Market Commentary
& More

A divorce may be one of the most expensive events of your life, yet few people consider working with a financial advisor as part of the process. Having an advisor in your corner can help you avoid costly financial mistakes and return to a place of financial security once the divorce is finalized.

After you are gifted or inherit securities, it’s common to wonder whether you should sell or hold on to them. There’s a tax aspect of the decision, but you might also feel sentimental about the holdings.

It’s common to ask about Medicare enrollment as you approach retirement age, and the right answer really depends on your health, employment status, and current benefits.

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?”

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?”

Layoffs can be a challenging experience for anyone, but for individuals over the age of 50, the process can be especially difficult. Job loss can have a significant impact on your finances, leaving you with many questions and concerns about your financial future.

Disagreements about inheritance, lending money, or spending habits can cause discord among family members, leading to rifts that can last for years. But it doesn’t have to be this way.

As parents age, their financial needs and abilities can change. It’s not always easy to recognize when they may need help managing their money or making important financial decisions.

Watch financial advisor Joel Cundick answer the question, “How do I know when I can retire?” and why it’s more than just a math equation.

Watch financial advisors Cory Buehler and Rick Brown review the financial fundamentals to help you make more informed decisions about your money.