These days, it seems our entire workforce is reckoning with a desire to experience life on their terms. Whether you are 45 or 65, you may be thinking about your life differently now, and considering some new options for how to spend your time in the future.

Roth conversions have increased in popularity over the past few years due to our current low tax rate environment. Because these rates are set to sunset and return to their pre-Tax Cuts and Jobs Act rates after 2025, it may be a good idea to investigate Roth conversions this year.

Many have heard the advice to max out your 401(k). But is that advice all it’s cracked up to be? While there is merit to setting a savings goal on a bi-weekly basis and automating that decision to invest in your future, is a 401(k) the best investment vehicle to use?

Determining if you’re ready to retire goes beyond reaching “your number.” It’s about designing a purpose-driven life that is filled with meaningful activities.

After a hard day at the office, the prospect of retiring to a life of leisure may seem attractive. But if you’re not quite ready to permanently step away from the job, you might want to explore your desires, fears, and abilities.

What happens when retirement isn’t all it was cracked up to be? It might mean returning to work, which may seem logical if you find yourself restless, bored, or otherwise unfulfilled.

In the U.S., our vision of retirement is evolving. Instead of working to retirement age and stopping, more people are seeking a new and different experience. With all of this talk about the end of retirement, Savant Wealth Management commissioned a study to see what the hard data had to say.

While COVID-induced layoffs and furloughs accelerated retirement plans for some, Savant wanted to learn more about the pandemic’s effects on retirement plans for high-net-worth investors and whether factors like age or gender made a difference. See what our research found.

The concept of retirement – as we know it – has been around for more than a century with a premise of saving for “old age.” Savant’s retirement research paints a different picture of today’s retiree.

Most of us know someone who experienced a false-start retirement. After many rounds of golf or several vacations, they feel unfulfilled and return to work. Find out more about how to avoid a false-start retirement and the numbers behind this phenomenon.

In this webinar, Savant advisors challenge and test the investment and financial planning world’s most common rumors, popular beliefs, and urban legends.

People of many faiths choose to tithe for various reasons. If you contribute to your place of worship in this way, it may be worthwhile to consult a financial advisor to see how it fits with your retirement plan.