Seeing Opportunity in the Great Resignation
With job openings at record highs and employees re-evaluating the value of their output, business owners need to understand the nuances of what is driving employees to new positions.
Search Results for:
Tax Filings after Death
There are several moving parts to consider when handling a loved one’s estate. A final individual return and an estate or trust return (or both) are often required. Common tax returns required after death are conveniently summarized in this blog post.
Savant CEO Brent Brodeski Participates in an Advisor Growth Strategies Industry Panel
Brent Brodeski, Savant’s chief executive officer participated in an AGS/aRIA Roundtable panel: A Decade of Growth and Development.
Approaching Zero Taxes White Paper
Learn more about an approach to investing known as “tax-efficient investing” in our Approaching Zero Taxes paper. This group of concepts and investment tax tools can be used to form a tax-efficient investment approach, with the ultimate goal of increasing after-tax returns.
Forward-Looking Returns White Paper
Learn more about Modern Portfolio Theory and how we developed our forward-looking returns investing methodology! This paper provides a summary of how and why we developed our methodology, case study examples, and how we put those returns to work.
Alternative Investments: An Art and a Science
Incorporating alternative investments into a portfolio is an art and a science. Let’s examine the data and whether it supports including alternatives into a portfolio or if investors may be better off sticking with a tried and true portfolio of stocks and bonds.
Noah J. Tostrud
Noah has been involved in the financial services industry since 2018 and is part of Savant’s University Wealth Management team. He earned a bachelor’s degree in economics and a certificate in business from the University of Wisconsin-Madison. He is a CERTIFIED FINANCIAL PLANNER™ professional. Noah and his wife Rachel have a golden retriever named Indy […]
How to Adjust Your Withholding on Your W-4 Form
While some taxpayers may look forward to their refund, others prefer to make sure their taxes are covered throughout the year by increasing their withholding amount. If you want to adjust the amount you withhold, it’s time to update your W-4 Form.
What to Do Before Saying “I Do” Again
A second (or third) marriage isn’t just a new chance at love – it’s an excellent opportunity to review and refresh your financial situation. Having open conversations about your financial status upfront can clarify expectations and reduce any outstanding questions in the future.
Tax-Smart Retirement Strategies
If you are retired or on your way to retirement, it’s likely you have opportunities to implement tax savings strategies. Here are five Tax-Smart Retirement strategies to consider.
The Tax Impact of Owning A Vacation Home
Owning a vacation home may provide great tax benefits, but the rules can be tricky (and it’s important to avoid common misinformation). This article explores the tax benefits of owning two common types of vacation properties – a personal residence and a mixed-used rental.
Fed Interest Rate Increases Could Reduce Lump-Sum Pension Payments
If you have a pension plan at your job and are considering retiring with a lump-sum distribution in the near future, the Federal Reserve’s planned interest rate increases may make it worth your while to retire sooner.