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Year-round tax planning can help reduce the pressure you may feel at tax time. Tax planning involves developing and implementing long-term strategies to help ensure you’ll pay the least amount of taxes over your lifetime, rather than in any given year.

Whether you’re a seasoned philanthropist or just starting your giving journey, this on-demand webinar is designed to help provide you with valuable insights and tools to help you make a meaningful impact. By giving generously, individuals can help leave a lasting legacy and make a difference that extends far beyond their own lives.

Life can change in an instant. One distracted moment behind the wheel can lead to a tragic accident — and a costly lawsuit. Are you financially protected if the unthinkable happens?

Suddenly widowed? Learn immediate financial steps, asset protection strategies, and estate planning essentials with guidance from Savant Wealth Management advisors.

Thinking of giving financial gifts to your children, grandchildren, or other loved ones? Watch this eye-opening on-demand webinar where we break down the key rules, limits, and smart strategies around gifting.

Let’s talk about it—how much to tip, when it matters most, and why generosity still counts.

Not all financial professionals hold the same qualifications. Before committing to anyone, ask about their credentials.

Take the time to process your feelings and prepare yourself for the challenges and rewards of a new beginning. Consider seeking support from friends, family, or a therapist to help you navigate the emotional rollercoaster of moving.

Learn what to expect in your first meeting with a financial advisor, including key questions to ask and how to prepare for a productive discussion.

Divorce after 50 can upend your finances. Learn how to help rebuild financial confidence with specialized divorce financial planning, budgeting tips, and retirement strategies.

In recent years, index funds have become a go-to choice for many investors aiming to build wealth. They’re simple, low-cost, tax-efficient, and grounded in decades of academic research. In fact, we use index funds in many of our portfolios as well. But are they enough for High-Net-Worth investors?

In the world of retirement planning, few tools stir as much strategic debate as the Roth conversion. Converting pre-tax retirement assets from a traditional IRA or employer-sponsored plan into a Roth IRA can offer incredible long-term tax advantages—but it’s not without its risks.