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Watch the video “Optimizing Your Tax Strategy” to learn expert strategies on taxation. Get practical tips from Savant Wealth Management.

While reviewing your estate planning documents may not be at the top of your to-do list, it’s a crucial aspect of financial preparedness. Like regular medical checkups, proactive attention ensures your estate plan aligns with your current circumstances and legal landscape.

Watch the video “Retirement is a Family Affair” to learn expert strategies on retirement. Get practical tips from Savant Wealth Management.

Small financial accounts without designated beneficiaries might seem insignificant, but they can complicate estate administration, adding unnecessary stress for your executor—often a grieving spouse or family member.

PrairieView Partners joins Savant Wealth Management, expanding tax and investment expertise to better serve clients across Minnesota.

Wondering if you’re ready to retire? Learn what to expect financially, emotionally, and socially with these tips designed to help create a smooth transition.

Retirement tax planning in Iowa City requires careful coordination of income, withdrawals, and strategy. Learn how a fiduciary approach can help protect long-term wealth.

Watch the video “How to Settle Your Parent’s Estate” to learn expert strategies on estate planning. Get practical tips from Savant Wealth Management.

Discover smart year-end tax strategies to help reduce your 2025 tax bill before December 31.

Gryphon Advisors joins Savant and brings a legacy of holistic financial planning. Partner John Swee explains the firm’s origins, vision, and client-first approach.

If you’re new to the family gifting process, you may not realize there’s more to it than simply writing a check. It’s important to consider the emotional implications as well as the tax and legal implications of giving a large financial gift.

While navigating the sea of retirement advice can feel overwhelming, don’t let it stall your saving efforts. Debunking these myths can help empower you to take charge and build a brighter retirement future.