If you expect to serve as an executor of an estate, it is crucial for you to familiarize yourself with the duties of an executor or trustee and understand the administration process.

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.

Custom indexing has gained attention as a potential game-changer for your personal investment strategy. But how do you know if custom indexing is a good strategy for you?

Losing a parent can be one of life’s most challenging experiences, especially with the overwhelming legal, tax, and administrative responsibilities that follow. This informative on-demand webinar aims to provide practical steps and support to help you effectively manage these responsibilities.

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.

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.

Wealth Transfer Advisor Alaina Davalos and Financial Advisor Evan Kuykendall present an on-demand educational webinar designed to empower families with the knowledge and tools to build financial well-being across generations.

James Haygood and John Clarke, financial advisors with 20+ years’ experience serving university faculty, share overlooked yet impactful financial strategies — from tax planning to portfolio tips — in a relaxed, jargon-free session designed to enhance your long-term financial well-being.

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

Market volatility is inevitable, but how you react to it can make all the difference in pursuing your financial goals. Watch this insightful on-demand webinar that explores the psychology of investing during turbulent times, and review strategies designed to help maintain confidence and discipline in your portfolio.