Reflecting on the first quarter of the year, I’m reminded of the mountain expedition investors and markets have undertaken, reaching impressive heights as we began the second quarter of 2024. Despite these myriad changes, the markets have continued to reward those who have remained patient and disciplined.
Savant has been named #12 on USA Today’s 2024 ranking of the top 500 RIA firms. The ranking was based on the growth of the companies’ assets under management (AUM) over the short and long term and the number of recommendations they received from clients and peers.
Are you looking for a trustworthy financial advisor? We are your Wise Counsel right next door. At Savant, we are Main Street advisors, not Wall Street investors. If you’re seeking a trustworthy advisor who will always put your interests first, get to know Savant Wealth Management. We’re a growing, fee-only, independent registered investment advisor. Our […]
Let’s face it: Preparing for retirement is like trying to solve a big puzzle. If you’re considering retiring soon and have at least $500,000 saved, it’s time to start analyzing the issues that can make or break retirement for you. Our six-week Retirement Readiness Challenge e-Course can help you learn and test your knowledge around […]
Solving for your ideal retirement means asking the right questions now. If you’re about five years away and have at least $500,000 saved for retirement, it’s time to start creating your optimal retirement strategy. Our guidebook can help get you started. While every retirement journey is unique, we’ve found most people share a few common […]
Estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. Your particular estate planning needs will depend on your age, health, life stage, goals, the types of assets you own, level of wealth, and many other factors. Learn more in this white paper.
How long will you live? It’s a crucial question for a secure retirement. This article explores key considerations for creating a personalized plan.
While many businesses relegate tax planning to year-end, it can be a missed opportunity. Spreading tax planning throughout the year allows for proactive strategies that can help maximize savings.
Inheriting an IRA can feel like stepping into a labyrinth of rules. Here’s a quick guide to help you navigate the twists and turns.
The allure of balmy southern winters beckons many retirees considering a change of residence. However, navigating the legal complexities of residency changes requires careful attention to tax and estate planning.
Longing to trade snow boots for flip-flops? You’re not alone. Many people dream of escaping winter’s grip, and two enticing options exist: becoming a snowbird or permanently relocating to a sunnier climate.
Financial planning can often feel overwhelming, laden with complex terminology and seemingly endless strategies. However, a refreshingly simple approach exists: the bucket system.