While reviewing your estate planning documents may not be at the top of your to-do list, it’s a crucial aspect of financial preparedness. Like regular medical checkups, proactive attention ensures your estate plan aligns with your current circumstances and legal landscape.

An increasing number of individuals decide to stay active in the workforce during retirement. While they may depart from their longstanding roles or careers, they don’t completely disengage. Instead, they seek out fresh opportunities, potentially finding greater fulfillment along the way.

Making financial preparations for retirement can seem overwhelming, especially with the amount of information available to help you with this task. It can be difficult to figure out whose advice you should follow and what strategies would best align with your financial goals.

Once the kids are out of the house, many empty nesters are faced with too much free time. When considering what to do, one popular option for retirees is travel.

The last few years have been tough on many families, and parents and retirees may feel compelled to help family members who have recently suffered economic hardship. Keep these considerations in mind before writing a check.

The holidays are usually the time of year when we throw our budget right out the door. Planning ahead may help you keep your spending in check. Savant’s director of financial planning, Anne Mank, offers these tips.

What does having enough mean to you? Let’s examine some possible meanings and how you may want to explore all aspects of having enough. Though it can mean something different to everyone, the question is worth exploring.

As we approach the giving season of 2023, it’s a good time to reflect on the state of charitable giving among affluent households. A Bank of America Study offers a comprehensive look at the trends and influences that shape charitable contributions in our society.

If you’re engaged and both fully maximize contributions to your Health Savings Account (HSA), beware if one or both of you are on a family health plan and contributing at the higher family contribution level. You’ll likely need to adjust future contributions to avoid penalties.

As we age, it’s natural to consider ways to adapt our home so we can stay in it longer. But how do you ensure that your home aligns with your evolving needs while maintaining its aesthetic appeal? We spoke with a senior partner at KGA Studio Architects in Denver, CO, a nationally recognized architectural studio that specializes in residential design.

Most people walk away from divorce with a combination of investments, debt, maintenance, and child support. Perhaps you’ve questioned how they work together to create a stream of income to support yourself and your children. Learn more about the three areas that are particularly important for newly divorced moms to address.

As the cost of obtaining a higher education continues to surge, there’s still hope for some financial relief. Several laws have enacted new tax benefits and flexibility, making 529 savings plans an even more attractive way to save for college expenses.