Tag: Investment Planning

Article
September 11, 2025
Wealth alone won’t last. Learn how to raise the next generation as stewards by instilling values, discipline, and purpose to help preserve your legacy.

Raising Stewards, Not Spenders: Helping to Empower the Next Generation

Wealth alone won’t last. Learn how to raise the next generation as stewards by instilling values, discipline, and purpose to help preserve your legacy.

Article
September 9, 2025
Rethinking Retirement Benefits: Cash Balance Plans for Small- to Mid-Sized Businesses

Rethinking Retirement Benefits: Cash Balance Plans for Small- to Mid-Sized Businesses

With careful design and proper administration, a cash balance plan can be more than just a retirement vehicle; it could become a long-term strategy for growth, talent retention, and financial efficiency.

Article
September 4, 2025
year-end 2025

Year-End Planning for Executives: Strategies to Optimize Incentives, Personal Finances, and Taxes

Discover year-end planning strategies for executives to help optimize incentives, taxes, and personal finances heading into 2026.

Article
August 12, 2025
401K, 401(k), investors

New Opportunities for 401(k) Investors: How Policy Changes Could Open the Door to Alternative Assets

On Aug. 7, Pres. Donald Trump signed an executive order titled Democratizing Access to Alternative Assets for 401(k) Investors, aimed at expanding the investment choices available to participants in defined contribution retirement plans under the Employee Retirement Income Security Act of 1974 (ERISA).

Article
August 1, 2025
The Retirement Coach, Jack Phelps, Savant Wealth Management

A Potentially Costly Investing Bias Created by the Verbs We Use

In volatile markets, it’s easy to fall into the trap of believing recent performance predicts future results. A subtle but costly bias often begins with the verbs we use. This linguistic slip can reinforce emotional investing decisions driven by recency bias.

Article
July 29, 2025
college savings and retirement goals

Long-Term Financial Planning for Lincolnshire Families: College Savings and Retirement Strategies

Learn how families in Lincolnshire, IL can create a long-term financial plan that balances college savings and retirement goals with clarity and confidence.

Article
July 16, 2025
Family Legacy

Beyond the Balance Sheet: Redefining Family Wealth

Learn how families embrace the Five Capitals of Wealth to build lasting legacies—focusing on connection, purpose, and growth that span generations.

Article
July 11, 2025
navigate stock market

56 Days to Rebound: What Q2 Taught Us About Staying the Course

Q2 proved the value of being globally diversified. See how international markets, patient strategies, and staying the course rewarded investors in 2025.

Article
July 9, 2025
roth conversions

Roth Conversions: The Good, the Bad, and the Ugly

In the world of retirement planning, few tools stir as much strategic debate as the Roth conversion. Converting pre-tax retirement assets from a traditional IRA or employer-sponsored plan into a Roth IRA can offer incredible long-term tax advantages—but it’s not without its risks.

Article
July 8, 2025
summer financial planning

Your Summer Financial Planning Checklist

The summer season offers a great chance to revisit your finances with a fresh perspective.

Article
July 2, 2025
US Senate tax bill

Senate Narrowly Passes Major Tax Overhaul: Here’s What It Means for You

Senate passes tax bill that locks in 2017 cuts, raises estate exemptions, and adds new deductions, shaping tax policy for years to come if signed into law.

Article
June 30, 2025
401k Starting Early

The Long-Term Power of Starting Early in a 401(k)

Maximize your retirement savings by starting your 401(k) early. See how time and compounding can help grow your wealth for the future.

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