Savvly Insights & updates

Retirement security is a top reason employees stay. Learn how a longevity benefit can close the gap the 401(k) leaves behind.

For HR Benefits managers, the "retirement crisis" is often discussed as a personal financial problem for employees.

KC Boas talks gender differences in retirement, the importance of financial education & the correlation between financial and mental health.

Earning a high salary is not enough. True financial security comes from smart money habits, consistent saving, and thoughtful planning.

Bruno Caron, notable actuary, financial expert, and author, discusses retirement, the importance of lifetime income, and more!

Jeff Leonard is the Global Managing Director of Financial and Retirement Services at Arthur J. Gallagher.

Market timing tempts every investor, but the data shows patience beats perfect timing, especially for retirement savers thinking in decades.

Professor Dimitris Papanikolaou of the Kellogg School of Management on investing in real estate and the impact of inflation on retirement.

Renowned Professor Todd Henderson, University of Chicago, speaks on retirement, longevity risk, generational differences in retirement.

Betting your way to retirement sounds thrilling, but a solid investment strategy wins in the long run—no luck required.

David Blanchett, Head of Retirement Research at Prudential, talks retirement, longevity risk, savings vs. lifetime income, and more.

Success isn’t just about earning big—it’s about smart planning. Like Mahomes in the NFL, your retirement needs a winning strategy.

Diversifying income streams is key to a secure retirement. Plan ahead, invest wisely, and stay prepared.

Financial planners help turn your goals into a strategy, not just a savings number. The right advice can secure your retirement future.

Automated retirement savings remove the monthly decision of whether to save or spend — and let compound interest do the heavy lifting.

Annuities offer predictable income but come with fees and lock-up periods. Learn the pros and cons to decide if one fits your retirement.

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.

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.

When you change jobs, your 401(k) shouldn't get left behind. Here are four options and what to consider for each.

Three tools to assess your retirement readiness: projecting withdrawals, reviewing debt, and mapping your income before you stop working.

As we get closer to retirement, one of the biggest financial challenges facing many of us is planning for healthcare costs.

Once you hit your forties, retirement looms ahead like a coveted prize.

When you're young, your ability to earn an income is your biggest asset.

With many families feeling the pinch of an inflated market and struggling to retire with financial freedom, more people are looking......

When planning for retirement, understanding the different types of Individual Retirement Accounts (IRAs) is crucial.

The transition from defined benefit pensions to defined contribution plans like 401(k)s has fundamentally changed the retirement landscape.

The latter half of the 20th century witnessed dramatic changes in the retirement landscape.

Retirement, as a concept, has evolved significantly over the centuries.

Learn what ETFs are, how they differ from stocks, and the benefits and risks of adding them to your long-term investment portfolio.

How do we prepare for a phase of life that feels so disconnected from our current reality?

Graduating college is one of the best times to build a strong financial foundation. Here's how to navigate the transition to career.

Seven strategies to retire earlier, from maximizing savings to planning for healthcare gaps before Medicare kicks in.

In April, Financial Literacy Month brought new resources to boost your financial knowledge.

Eight alternative investments to consider for retirement diversification — from REITs and green energy to longevity funds.

Warren Buffett, CEO of Berkshire Hathaway and king of investment and retirement planning, is often hailed as one of the most

Dive with me into this analog abyss and explore the unsettling realities it imposes upon many of our fellow Americans.

Retirement planning can seem like a daunting task, but breaking it down into manageable steps can make

Retirement planning can seem like a daunting task, but breaking it down into manageable steps can make the process more straightforward...

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...

One of retirement's biggest costs is long-term care, often $100k+ a year. Here's what to know before buying LTC insurance.

As you plan for your financial future, it's important to explore different investment options that can help you reach your retirement...

Blue Zones are places where people routinely live past 100. Here's what their lifestyles teach us about longevity and retirement.