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Savvly Insights & updates
Fresh takes on topics like investing, retirement, and longevity.
Do HR Benefits Really Influence Employee Retention?
Retirement security is a top reason employees stay. Learn how a longevity benefit can close the gap the 401(k) leaves behind.
February 3, 2026
Why the Retirement Crisis is an HR Crisis
For HR Benefits managers, the "retirement crisis" is often discussed as a personal financial problem for employees.
January 19, 2026
Retirement Roundtable Ep. 6: KC Boas
KC Boas talks gender differences in retirement, the importance of financial education & the correlation between financial and mental health.
May 20, 2025
Why High Earners Still Run Out of Money in Retirement
Earning a high salary is not enough. True financial security comes from smart money habits, consistent saving, and thoughtful planning.
May 13, 2025
Getting Started with Savvly
Step-by-step guide to opening a Savvly account: registration, identity verification, bank linking, and contribution setup.
May 1, 2025
Retirement Roundtable Ep. 5: Bruno Caron
Bruno Caron, notable actuary, financial expert, and author, discusses retirement, the importance of lifetime income, and more!
April 22, 2025
Retirement Isn't an Age-It's a Number (And Here's How to Find Yours)
Retirement isn’t just about age - it’s about knowing your number and planning for your future.
April 17, 2025
Retirement Roundtable Ep. 4: Jeff Leonard
Jeff Leonard is the Global Managing Director of Financial and Retirement Services at Arthur J. Gallagher.
March 19, 2025
Winning the Retirement Game: Why Smart Investors Think in Decades, Not Days
As millions don their green attire this St. Patrick's Day (March 17, 2025), the market has been anything but lucky.
March 19, 2025
Retirement Roundtable Ep. 3: Professor Dimitris Papanikolaou
Professor Dimitris Papanikolaou of the Kellogg School of Management on investing in real estate and the impact of inflation on retirement.
March 7, 2025
Young, Wild, and Wealthy? Why Starting Small Now Pays Off Later
Hollywood’s rising stars aren’t just winning awards—they’re building wealth young. The secret? Smart financial moves before you make it big.
March 4, 2025
Retirement Roundtable Ep. 2: Todd Henderson
Renowned Professor Todd Henderson, University of Chicago, speaks on retirement, longevity risk, generational differences in retirement.
February 21, 2025
Big Bets: Super Bowl vs Superannuation
Betting your way to retirement sounds thrilling, but a solid investment strategy wins in the long run—no luck required.
February 20, 2025
Retirement Roundtable Ep. 1: David Blanchett
David Blanchett, Head of Retirement Research at Prudential, talks retirement, longevity risk, savings vs. lifetime income, and more.
February 13, 2025
Winning the Retirement Game: Lessons from Super Bowl Champions
Success isn’t just about earning big—it’s about smart planning. Like Mahomes in the NFL, your retirement needs a winning strategy.
February 6, 2025
Retirement Income Streams: Diversifying Beyond Social Security
Diversifying income streams is key to a secure retirement. Plan ahead, invest wisely, and stay prepared.
December 31, 2024
The Role of Financial Advisors in Retirement Planning – When You Need One and When You Don't
Financial planners help turn your goals into a strategy, not just a savings number. The right advice can secure your retirement future.
December 24, 2024
The Benefits of Automating Your Retirement Savings for Consistent Growth
Automated retirement savings remove the monthly decision of whether to save or spend — and let compound interest do the heavy lifting.
December 17, 2024
The Pros and Cons of Annuities: Are They Right for Your Retirement?
Annuities offer predictable income but come with fees and lock-up periods. Learn the pros and cons to decide if one fits your retirement.
December 10, 2024
The True Cost of Retirement: Are You Prepared?
From healthcare to housing, retirement costs add up quickly. Here's what to budget for and how to build a plan that holds up over time.
October 1, 2024
How Social Media Influences Our Financial Decisions (and How to Stay on Track)
If you're drowning in a sea of investment advice from your social media feeds, it's time to go back to the basics of investing.
October 1, 2024
What to Do with Your 401(k) When You Switch Jobs
When you change jobs, your 401(k) shouldn't get left behind. Here are four options and what to consider for each.
October 1, 2024
Retirement Readiness Assessments
Three tools to assess your retirement readiness: projecting withdrawals, reviewing debt, and mapping your income before you stop working.
October 1, 2024
Retirement Healthcare Planning
As we get closer to retirement, one of the biggest financial challenges facing many of us is planning for healthcare costs.
October 1, 2024
Phased Retirement: Balancing Work and Leisure
Once you hit your forties, retirement looms ahead like a coveted prize.
October 1, 2024
When Should You Start Saving for Retirement?
When you're young, your ability to earn an income is your biggest asset.
September 19, 2024
High-Yield Savings 101: What, How, and Why
With many families feeling the pinch of an inflated market and struggling to retire with financial freedom, more people are looking......
September 19, 2024
Roth IRA vs. Traditional IRA: What's the Difference?
When planning for retirement, understanding the different types of Individual Retirement Accounts (IRAs) is crucial.
September 19, 2024
The History of Retirement Part 3: Why the Current System is Not Enough
The transition from defined benefit pensions to defined contribution plans like 401(k)s has fundamentally changed the retirement landscape.
September 19, 2024
The History of Retirement Part 2: The Fall of Pensions and Rise of 401(k)s
The latter half of the 20th century witnessed dramatic changes in the retirement landscape.
September 19, 2024
The History of Retirement Part 1: The Rise of Pensions
Retirement, as a concept, has evolved significantly over the centuries.
September 19, 2024
ETFs Explained
Learn what ETFs are, how they differ from stocks, and the benefits and risks of adding them to your long-term investment portfolio.
September 19, 2024
Taking Care of the "Future You"
How do we prepare for a phase of life that feels so disconnected from our current reality?
September 19, 2024
Mastering Money After Graduation: Your Guide to Financial Success
Graduating college is one of the best times to build a strong financial foundation. Here's how to navigate the transition to career.
September 19, 2024
7 Ways To Retire Earlier Than Planned
Seven strategies to retire earlier, from maximizing savings to planning for healthcare gaps before Medicare kicks in.
September 19, 2024
Keeping Financial Literacy Alive Beyond April
In April, Financial Literacy Month brought new resources to boost your financial knowledge.
September 19, 2024
Harnessing Alternative Investments for Long-Term Investment Returns
Eight alternative investments to consider for retirement diversification — from REITs and green energy to longevity funds.
September 19, 2024
Maximizing Your Retirement Returns: 5 Tips Inspired by Warren Buffett
Warren Buffett, CEO of Berkshire Hathaway and king of investment and retirement planning, is often hailed as one of the most
September 19, 2024
Future-Proofing Retirement
Dive with me into this analog abyss and explore the unsettling realities it imposes upon many of our fellow Americans.
September 19, 2024
How much should be allocated towards retirement?
Retirement planning can seem like a daunting task, but breaking it down into manageable steps can make
September 16, 2024
How Much Should You Save for Retirement?
Retirement planning can seem like a daunting task, but breaking it down into manageable steps can make the process more straightforward...
May 31, 2024
When Can I Retire?
Deciding when to retire is one of the most significant and personal decisions you'll make in your lifetime. It's not just about choosing...
May 31, 2024
Long-Term Care Insurance Explained
Did you know the average cost of healthcare in retirement is $315k? And with increasing life expectancies, that number is likely to surge...
May 31, 2024
Annuities Explained
As you plan for your financial future, it's important to explore different investment options that can help you reach your retirement...
May 31, 2024
Blue Zones: The Secrets to Longevity
Did you know that 46% of today’s 65-year-olds can expect to live past 90? With exciting longevity breakthroughs on the horizon, we might...
May 31, 2024
Why Is Savvly Different?
In this video, we break down why Savvly stands apart and why forward-thinking employers are adding it as a new layer of long-term support.
September 2, 2025