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.

Today’s uncertain financial environment, combined with the limited availability of traditional retirement income sources, has placed a greater responsibility on investors to find ways to improve their chances of success.

Cooler weather may have you thinking about moving to someplace warm, maybe even to a tropical paradise outside the U.S. You may also be thinking of downsizing or finding a home in a place with a lower cost of living to help you stretch your retirement dollars.

After years of full-time employment, it’s easy to get used to receiving a regular salary and benefits. As you prepare to retire, review these common traps so you can increase your chances of avoiding them.

A well-designed 401(k) plan can position your business to successfully compete for top talent in any industry. There are a few good reasons why your company should join the 401(k) crowd if you haven’t already.

While living abroad may be at the top of your retirement bucket list, doing so requires careful planning.

Have you saved enough for withdrawals in retirement to close the gap between guaranteed income and what you want to spend? If not, don’t despair.

Medicare can seem like a complicated maze with many twists and turns. You may feel overwhelmed with all the possible options, but there are some basic principles to help guide you toward finding what is right for your situation.

While being financially ready for retirement is important, it’s not the only criterion for a successful next chapter.