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By carefully considering these factors and seeking professional guidance, you can make a well-informed decision about moving abroad and help ensure a smooth transition.

Are you tired of getting surprised with a large tax bill every year because of your stock-based compensation? You’re not alone. Busy executives like you juggle a million things, and tax planning often gets pushed to the back burner.

Retiring early, usually prior to age 65, can present a unique set of circumstances. Remember to keep in mind how it may affect accessing funds, securing healthcare, and planning for a longer retirement period.

With the 2024 presidential and congressional elections just around the corner, investors are bracing for potential market implications. Dennis Covington, Savant’s managing director, and Apollo Lupescu, VP at Dimensional Fund Advisors, tackle these pressing questions in a recorded webinar.

Doing your homework before donating can not only help disaster victims quickly and effectively; it can also help you feel you’ve truly made a difference.

Fall is prime time for charitable giving, but before you write any checks, consider these two strategies that could help benefit you and your favorite causes. We’ll explore donating appreciated stock and leveraging Qualified Charitable Distributions (QCDs) from your IRA.

If you’re nearing retirement age without enough saved, you’re not alone. Many people face this challenge. However, there are strategies to help you build a more secure financial future, even if you’re starting late.

At Savant, we’re committed to helping you achieve your long-term financial goals. This involves regular portfolio adjustments to manage taxes, rebalance your assets, and anticipate potential challenges. By working closely with your advisor, we can help ensure your investments remain optimized and aligned with your unique financial situation.

Custom indexing, once a domain of institutions, is now accessible to a wider audience thanks to technological advancements and commission-free trading. This approach offers greater flexibility and control over investments, potentially leading to enhanced returns and tax efficiency.

As 2024 draws to a close, it’s time to take stock of your financial situation and make strategic moves. From maximizing retirement contributions to optimizing tax benefits and exploring charitable giving, there are several actions you can take now to improve your financial health. Let’s dive into some year-end financial planning tips.

The traditional retirement age of 65 is fading. Rising costs and longer lifespans mean many Americans are working past their prime. A recent survey found most middle-class Americans lack retirement confidence. Financial needs, a desire for work, and workplace changes drive this shift.

Don’t let tax and estate planning slip through the cracks. Neglecting these areas can possibly jeopardize your retirement. Learn why they’re important and how to help protect your savings.