As you approach retirement, it’s easy to feel like time is running out. Don’t let mistakes hold you back from achieving your ideal retirement. Learn from others and start planning now to avoid common pitfalls.

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.

Small financial accounts without designated beneficiaries might seem insignificant, but they can complicate estate administration, adding unnecessary stress for your executor—often a grieving spouse or family member.

PrairieView Partners joins Savant Wealth Management, expanding tax and investment expertise to better serve clients across Minnesota.

Wondering if you’re ready to retire? Learn what to expect financially, emotionally, and socially with these tips designed to help create a smooth transition.

Overview of IRMAA surcharges, how they affect Medicare premiums, and considerations for managing costs.

Retirement tax planning in Iowa City requires careful coordination of income, withdrawals, and strategy. Learn how a fiduciary approach can help protect long-term wealth.

Discover smart year-end tax strategies to help reduce your 2025 tax bill before December 31.

Gryphon Advisors joins Savant and brings a legacy of holistic financial planning. Partner John Swee explains the firm’s origins, vision, and client-first approach.

If you’re new to the family gifting process, you may not realize there’s more to it than simply writing a check. It’s important to consider the emotional implications as well as the tax and legal implications of giving a large financial gift.

While navigating the sea of retirement advice can feel overwhelming, don’t let it stall your saving efforts. Debunking these myths can help empower you to take charge and build a brighter retirement future.

Learn how affluent families in Iowa City can adapt to changing tax laws with strategies like tax-loss harvesting, estate planning, and fiduciary guidance.