Heading into a new year with high inflation can create some anxiety about the future, especially if you are retired or plan to retire soon. Savant advisors Jeff Lewis and Cory Barel discuss potential strategies to help ease the sting of inflation.

If you will retire this year, you may already be well into planning your ideal future — deciding how and where you’ll live, what hobbies and activities you’ll pursue, and determining how you’ll maintain your social network. But don’t forget these key areas.

Savant advisors Joel Cundick and Nick De Jong discuss what you need to know if you’re retiring in 2023.

SECURE Act 2.0 is a significant piece of legislation, which is designed to improve retirement security for Americans. It includes a number of provisions that could affect the amount you can save for retirement now or in the future.

Many of us dream of our retirement day and how wonderful it will feel to finally be in control of our own schedule. We diligently work through the details of our financial plan each year to hit the mark. But anything can happen between now and then, and some of those things may be out of our control and we mitigate them as best we can. There may be other factors within your control that you may have overlooked. Here are three key retirement planning areas that are often missed.

It can be scary and difficult to talk to your family about your finances. But the holidays can present a perfect opportunity to start the conversation.

We recently discussed how to create a personalized retirement income strategy with Bob Witt, a financial advisor in Savant’s Lincolnshire, IL office.

2022 hasn’t exactly been a banner year for the U.S. economy. If recent events have caused you to think twice about retiring, you’re not alone. Financial advisor Justin Smith provides three action items to help you decide.

You may have heard your friends or even your advisor talk about it: a backdoor Roth IRA conversion. What is it, and how do you know whether it’s right for you?

Join three Savant financial advisors for a panel discussion around common strategies and foundational beliefs to assist you in your retirement journey.

You may already have a will or estate plan in place to guide your heirs in distributing your money or possessions after you die. Does that plan also address how you would like your life to be honored?

Last week, the Social Security Administration (SSA) announced its 2023 cost of living adjustment, or COLA, would be 8.7%, the highest adjustment since 1981. The increase, which is based on the Consumer Price Index, affects around 70 million Americans, providing more than a $140 monthly increase for the average Social Security recipient.