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As you approach retirement, it’s easy to feel like time is running out. Don’t let mistakes hold you back from achieving your ideal retirement. Learn from others and start planning now to avoid common pitfalls.

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.

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.

Learn how affluent families in Iowa City can adapt to changing tax laws with strategies like tax-loss harvesting, estate planning, and fiduciary guidance.

Discover tax strategies for high-earning professionals in Iowa City, including charitable giving, investment planning, and working with a fiduciary financial advisor.

Savant financial advisor Libby Muldowney discusses how to pursue a new path somewhere between full-time work and a full-stop retirement.

Learn what a fiduciary financial advisor does and why it matters in Hoffman Estates, IL. Get clear, fee-only guidance for long-term financial planning.

Learn tax-efficient investing strategies for Hoffman Estates, IL, professionals. Explore ways to grow wealth and help minimize taxes with integrated financial planning.