Find the Ideal Path to Your Financial Future
Begin here with Savant’s Suite of Free Financial Tools!
We work closely with you to understand your financial aspirations and craft a personalized strategy. Here is a collection of valuable financial tools we’ve put together to help you determine which services best suit your needs.
Whether you’re still working, weighing when to retire, or years into it already, now’s the time to see how your income sources work together and where taxes could be quietly working against you.
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This guide is designed for women who may feel like their spouse has held the financial keys throughout the marriage, or who are simply feeling stuck and unsure where to start.
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Our guidebook offers practical ways to organize your finances, clarify your wishes, and start important conversations before a crisis hits.
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Retirement planning is complex — especially if you’re managing it on your own. This practical tool highlights the steps many do-it-yourself investors overlook.
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Our tips highlight 10 opportunities to discuss with your financial advisor, so you can explore potential planning considerations to help stay aligned with your long-term goals.
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When it comes to retirement, timing is everything. Your Retirement Timeline includes 7 key “can do’s” to keep in mind as you navigate your way to (and through) retirement.
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Bring your taxes in line with these 8 smart “above-the-line” and “below-the-line” deductions.
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The Retirement Income Game Plan is designed to walk you through key decisions and smart strategies to help turn your savings into reliable retirement income.
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5 Do and Don’t Best Practices – This guide outlines five key practices to help you stay grounded, think clearly, and make decisions that align with your long-term goals.
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Discover eight money mindsets to help you stop worrying about your wealth and start living. Use our interactive worksheets designed to help improve your WealthConfidence score.
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Whether you donate $100 a year or $100,000, in this educational, on-demand webinar, financial advisors Chris Ruedi and Justin Smith will help you learn some tax-smart philanthropy strategies.
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Estate planning isn’t just for wealthy people. Anyone with a family or assets to protect can benefit from an estate plan. Unsure how to start? Savant has you covered with A Beginner’s Guide to Estate Planning.
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Planning for healthcare in retirement can be complicated, but it doesn’t have to be. Savant’s eBook, Mastering Healthcare in Retirement, explains your options, from Health Savings Accounts to Medicare and Long-Term Care insurance.
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When you’re about five years away from retirement it may be time to start the final approach. We have spent over 30 years helping guide people into retirement and distilled that collective wisdom in this guidebook.
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Our Financial Advisor Evaluation Checklist outlines the questions you should ask any advisor or firm you’re considering hiring. Using the Checklist, you can make side-by-side comparisons of potential firms designed to help you feel confident in taking the next step.
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As you draw closer to retirement, some birthdays become significant milestones in your retirement planning journey. If you’re gearing up for retirement soon, don’t forget to mark these pivotal dates on your calendar!
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Download our Health Savings Account Guide to learn five surprising facts about this popular savings tool.
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Losing a spouse isn’t just an emotional upheaval; it can also lead to significant financial changes. Our guidebook is tailored to address common challenges and offer valuable insights.
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Preparing for a divorce can be an overwhelming and complex process. The time you invest in preparation can pay off later. Savant’s Pre-Divorce Checklist walks you through a four-step process.
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Divorced at last? After you finalize your divorce, there is still much to do. Savant’s Post-Divorce Checklist outlines the financial and legal steps to consider after your divorce is final.
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When retiring or changing jobs, you have several options for your 401(k), 403(b), or other employer-sponsored retirement plan. We think you’ll find this checklist helpful as you consider rolling over your retirement account.
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In this 30-minute recorded webinar, financial advisors Kevin Kingston and Chris Ruedi walk you through important topics to consider as you plan to leave the workforce.
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This quick reference guide provides a high-level overview of everything you need to know about the current tax year, including key deadlines and the income tax brackets you can use to determine if your Social Security benefits will be taxed.
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Many executives and other successful professionals pursue a path between full-time work and full-stop retirement — blurring the lines between work and retirement to get the best of both worlds. Our Career Crossroads Workbook will guide you through a planning process designed to help you confidently map out the path toward your ideal future.
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Retiring from a university? Download our eBook to learn six common university retirement traps and how to avoid them, four dangerous trends affecting university retirement plans, four employee benefits you’ll need to replace when you retire, and key insights on long-term care, Medicare, and estate planning.
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Financial insights for university professionals delivered straight to your inbox twice a month.
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Our Estate Planning Guidebook for University Faculty can help simplify the estate planning process by outlining an efficient four-step plan that can be used to pursue legacy goals.
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Discover the state of your financial health with Savant’s Ideal Futures® Financial Health Assessment – a three-minute exercise that provides an objective and wide-ranging audit of your current financial situation, helping prioritize what aspects of your financial situation need attention so you can create a plan of action.
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Savant webinars and workshops are a great way to stay informed and take control of your financial future. We cover a wide range of financial topics. Join us for our next live session.
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Did you miss our latest webinar? Do you like to do video learning on your own time? Catch our webinars on demand here or watch some of our “Ask an Advisor” series of videos for financial wisdom, available to you – anytime!
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A 15-minute phone call could help lead to financial clarity. Are you ready to speak to one of our professionals?
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This weekly email is an opportunity to level up your financial knowledge. You can unsubscribe at any time, but we don’t think you’ll want to!
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