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Answer These Questions Before You Retire
Our Guidebook outlines vital questions to consider before you stop working.
Avoid Family Conflict with Estate Planning
What happens when your estate includes family heirlooms, china, jewelry, or family vacation homes?
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Savant Wealth Management is an independent, fee-only wealth management firm providing comprehensive financial advice to individuals, families, and businesses across the nation. Since 1986, we have focused on one key principle—that all financial advice should be made strictly in the best interest of the client. But it goes beyond that. We are committed to helping our clients pursue peace of mind through the collective insight, wisdom, and perspective that we offer. That’s Wise Counsel by your side.
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Into Retirement
With the right plan in place, the next phase of your life can be successful and fulfilling. What does the next chapter hold for you?
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Opinion
Whether you’re thinking about hiring a professional, looking for a new financial advisor, or just curious, it never hurts to get a second opinion.
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Tax Bill
It’s not about how much you make; it’s about how much you keep after taxes. That’s why we integrate tax planning into our approach to wealth management.
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Rolling Over a
401(k)
If you have a 401(k) and are changing jobs, you may be wondering what to do with the money you’ve invested.
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At Savant, our team members share a common passion - serving our clients - and they do so with the highest level of integrity and care. We take great pride in our team, combining hand-picked individuals with the knowledge, talent, and wisdom to help build your ideal future.
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Savant Views & News
October 26, 2021
Many individuals incorporate vacation homes into their financial plans. Owning a vacation home may provide great tax benefits, but the rules can be tricky (and it’s important to avoid common misinformation). This article explores the tax benefits of owning two common types of vacation properties - a personal residence and a mixed-used rental.
October 26, 2021
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.
October 20, 2021
One of the easiest ways to help cyber criminals and scammers target you is by disclosing too much of your personal, private information on social media. But there are ways to stay safe while you share.
October 20, 2021
According to a recent study by Charles Schwab Asset Management, recent world events like the global pandemic and numerous natural disasters have contributed to a surge in behavioral biases among investors, leading to some unseasonably scary decisions.
October 19, 2021
The Private College 529 Plan, which is a pre-paid tuition plan, can help families who have their hearts set on sending their student to a private university.
October 14, 2021
As the end of the year draws near, lawmakers in Washington are considering plans to limit “backdoor” and “mega-backdoor” tax saving strategies for certain high-income taxpayers. In September, the House Ways and Means Committee approved changes as a way to fund the $3.5 trillion Build Back Better Act.
