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When it comes to financial planning, few factors are as pivotal — or as unpredictable — as how long you’ll live. Understanding the difference between life expectancy and longevity is key to creating a flexible, personalized strategy for lasting financial security.

A simple estate plan for your young adult will give you and your child peace of mind, create an efficient mechanism for handling affairs in the event of an accident or period of disability, and help set the tone for personal and family responsibility.

The traditional retirement age of 65 is fading. Rising costs and longer lifespans mean many Americans are working past their prime. A recent survey found most middle-class Americans lack retirement confidence. Financial needs, a desire for work, and workplace changes drive this shift.

Ensuring your wealth is passed on according to your wishes requires more than just a basic estate plan. Without the right strategies in place, your assets could be exposed to unnecessary taxes, legal delays, and family conflicts.

Building a marathon investing mindset is about embracing patience, discipline, and long-term strategy. Much like running a marathon, successful investing requires consistent preparation, overcoming obstacles, and resisting distractions to stay focused on pursuing your financial goals.

Market swings can rattle even the savviest savers, but reacting hastily often does more harm than good. With a calm mindset and a few steadying mantras, you can ride out volatility and stay focused on long-term financial performance.

Now that spring is here, it’s tempting to daydream about sunshine and getaways—but don’t let financial planning fall by the wayside. Now’s the perfect time to refresh your money mindset with five smart tasks for your spring financial checklist.

Today’s workforce is redefining what it means to retire. Are you considering a path between full-time work and complete retirement? Watch Savant Financial Advisor Libby Muldowney as she explores how to create a fulfilling lifestyle during this new phase of life.

Last year, we launched the WealthConfidence Scorecard to help people understand and strengthen the eight key mindsets that influence financial well-being. Today, we’re focusing on “connectedness”—a mindset that plays a vital role in your financial confidence and overall fulfillment.

A new lifestyle trend is emerging in financial planning: micro-retirement. Popular among Gen Z, it offers a break from traditional work to recharge, travel, or pursue passions. But is it a smart move for your future? Let’s explore.

Katherine and James retired with dreams of leisure and travel—until Parkinson’s changed everything. Now caregivers, their story reflects a rising trend: retirees facing unexpected burdens. Financial strain, emotional stress, and lost freedom are reshaping what retirement really looks like today.

If losing a spouse weren’t bad enough, the financial implications can add insult to injury. The Widow’s Tax Penalty refers to the increased tax burden that surviving spouses may face after the loss of their partner, and while the name sounds like only women are affected, either spouse can face this challenge.