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One lesson that becomes easier to appreciate with experience is that a financial strategy can be technically sound and still not be worth pursuing.  Affluent families are often presented with sophisticated ideas that promise lower taxes, greater estate efficiency, improved asset protection, or some other financial benefit. Roth conversions, trusts, charitable strategies, family entities, insurance arrangements, and […]

Are you still working because you want to, or because you believe you have to? A Labor Day question worth asking.

Watch the video “Techniques Affluent Families Use to Help Grow and Maintain Their Wealth” to learn expert strategies on financial planning. Get practical tips from Savant Wealth Management.

Selling company stock to buy a home can trigger a surprise tax bill and cash-flow stress. Here’s how tech professionals can model the true cost first.

Watch the video “When Equity Compensation Becomes Real Money” to learn expert strategies on executive compensation. Get practical tips from Savant Wealth Management.

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.

Learn how to verify a charity’s legitimacy, spot red flags, and give with clarity as part of a tax-smart charitable giving strategy.

Learn how families on Chicago’s North Shore can coordinate retirement, college funding, taxes, charitable giving, and Illinois estate planning.

Did you take a new job recently? If so, you may be wondering what to do with your old 401(k) account. Before you make any decisions, be sure to do your homework first.

Learn how sustainable investing uses ESG considerations to align a portfolio with your values, how performance compares, and what trade-offs to weigh.

Watch the video “Biggest Financial Risks Facing High-Net-Worth Families” to learn expert strategies on financial planning. Get practical tips from Savant Wealth Management.

Financial plans should evolve with life events, tax law changes, and market conditions. Learn when to schedule a financial plan review in Cincinnati, OH.