Explore how taxes affect investment results and why coordinating investments and tax planning can matter over time.

A power of attorney ends at death. Learn why banks won’t honor it and how beneficiaries or payable on death or transfer on death designations can help avoid probate.

A Family Love Letter helps organize accounts, documents, and values so loved ones know what to do during a crisis or loss.

Estate planning updates during marriage can shift control and assets before divorce. Learn how women can spot red flags and help protect their financial power.

Behavioral biases shape how investors think and act in market cycles. Understanding them supports more disciplined, long-term decisions with trusted guidance.

Employees might not be familiar with the technical aspects of retirement plan regulation but may recognize when leadership takes retirement planning seriously. Regular communication, accessible education, and visible governance activities help contribute to a sense of organizational stability.

Savant Wealth Management CEO Brent Brodeski discusses AI’s effect on financial planning and why it won’t replace human advisors.

Many affluent families focus on federal estate taxes while overlooking state estate and inheritance taxes. Understanding how state rules differ may help inform planning decisions and support long-term wealth and legacy objectives.

A happy retirement is about more than money, it’s built on confidence, purpose, relationships, and thoughtful planning.

Minnesota has a state tax credit program for affordable housing that allows taxpayers to direct funds locally.

For retirement plan sponsors, fiduciary responsibility can feel abstract until an audit or lawsuit forces every decision into the spotlight.

Start the year with clarity and confidence by reviewing your goals, cash flow, savings, protection, and key documents to help strengthen your financial life.