Articles, Market Commentary
& More

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.

After your husband or wife dies, you will be dealing with a major financial change on top of a major life change. Filing your spouse’s final tax return may be especially stressful because you don’t know what you don’t know.

Serving as the executor of a loved one’s estate comes with responsibilities that can seem overwhelming – from understanding the legal obligations to managing assets and distributing the estate. It is important for you to know what is expected of an executor or trustee and how you can help provide for smooth administration in the future.