Watch the video “Gifting Money to Family: Minimizing Uncle Sam’s Cut” to learn expert strategies on gifting money to family. Get practical tips from Savant Wealth Management.

Watch the video “How to Serve as an Executor” to learn expert strategies on serving as an executor. Get practical tips from Savant Wealth Management.

Receiving a large inheritance can be life changing. While it may be tempting to spend quickly, taking time to reflect on your values and goals can lead to informed decisions.

In this on-demand webinar, financial advisors Libby Muldowney and Danielle (Dahn) Moore share tools and strategies to help you maximize your retirement—at any stage.

Watch the video Confident Spending in Retirement. Financial advisor Joel Cundick discusses the mental shift involved in the retirement transition from saving to spending, with ideas about allocating your spending on what will be most meaningful to you.

Wealth transfer advisor Alaina Davalos and financial advisor Evan Kuykendall explore strategies for managing and transferring wealth, helping to create your financial legacy in this on-demand webinar.

Whether you’re early in your career, approaching retirement, or already in your next chapter, this webinar is tailored to help you plan with more clarity, confidence, and efficiency.

Savant financial advisor Libby Muldowney discusses how to pursue a new path somewhere between full-time work and a full-stop retirement.

Proper estate planning is designed to safeguard your hard-earned assets and help provide you and your heirs with increased peace of mind. Ready to learn the basics?

Planning for retirement involves more than just saving money; there are eight key milestones that play a crucial role in your retirement strategy.

To avoid a big tax surprise, you may need to change your mindset about tax planning. By being proactive and planning throughout the entire year instead of just at tax time, you can help to maximize your benefits and minimize the surprises.

In a recent appearance on Edge TV, Savant Wealth Management CEO, Brent Brodeski, shared some insights about the rapidly changing future of the financial services industry.