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If you’re new to the family gifting process, you may not realize there’s more to it than simply writing a check. It’s important to consider the emotional implications as well as the tax and legal implications of giving a large financial gift.

Making decisions about your retirement is no small task. Your loved ones may also have valuable input that could help you finalize your decisions.

Even with strong savings and a solid retirement plan, many retirees struggle with the fear of spending. Concerns about market volatility, healthcare costs, and shifting from saver to spender can create financial anxiety.

As you approach retirement, it’s easy to feel like time is running out. Don’t let mistakes hold you back from achieving your ideal retirement. Learn from others and start planning now to avoid common pitfalls.

Savant financial advisor Libby Muldowney discusses how to pursue a new path somewhere between full-time work and a full-stop retirement.

Staying healthy and financially fit go hand in hand. Just like regular workouts build physical strength, consistent financial habits can help create long-term stability. From healthcare choices to smart savings strategies, here are five ways to strengthen your financial health.

After decades of saving and working, many people find their biggest retirement challenge isn’t financial — it’s personal. What will give your life meaning when work is optional? Adopting a “Portfolio Life” mindset can help you thoughtfully design a fulfilling, balanced future built around purpose, passion, and new possibilities.

When you’re trying to save for both your children’s education and your own retirement, it’s easy to feel pulled in two directions.

A 401(k) plan is not a “set it and forget it” benefit. For plan participants, the middle of the year is a strategic checkpoint.

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

Understand how 1099-K forms impact your income and tax reporting. Learn tips to stay organized and avoid surprises during tax season next year and beyond.

Discover how the One Big Beautiful Bill Act changes key tax rules for individuals, businesses, and estates—and why a financial plan review may be timely.