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Entering retirement represents a significant life transition. With so many changes, it’s important that your estate plan is updated and properly structured for your next chapter.

Having a relationship with a trusted advisor can help you better understand the complexities of your financial life and make more measured and thoughtful decisions. But is it really worth it?

Understanding how Social Security benefits work and how to integrate them into your retirement plan is essential to maximizing the lifetime value of your benefits.

Are you thinking that 2022 might be the year you finally retire? It’s exciting to think about the possibilities, but how do you know you’re financially ready to pull the ripcord?

Savant’s investment research team looks back at 2021 and shares some perspective on what we expect the market to look like in 2022 and beyond. 

In this recorded webinar, our financial advisors discuss several strategic ways to make a difference all year ‘round through charitable gifting. Learn how to create a gifting strategy that not only supports your favorite causes but also helps create tax efficiencies to save you money.

In this recorded webinar, hear from our team of tax and estate professionals as they recap the proposed and enacted legislative changes made in 2021, and provide you with some optimal year-end planning strategies to help better prepare you for the upcoming tax season.

What happens when your estate includes family heirlooms, china, jewelry, or family vacation homes? A little forethought can make the difference between leaving your executor with a nightmare and leaving grateful heirs with a treasured legacy.

Within the latest version of the Build Back Better Act, the budget reconciliation bill that contains pending tax reform, there are a few tax surprises worth noting. If you’re trying to prepare, you’ll want to watch this Savant webinar.

You may be dreaming of warmer weather and sunshine when you retire. But moving to another state involves more than you might think, including state and local tax and estate planning considerations.

Determining if you’re ready to retire goes beyond reaching “your number.” It’s about designing a purpose-driven life that is filled with meaningful activities.

In the U.S., our vision of retirement is evolving. Instead of working to retirement age and stopping, more people are seeking a new and different experience. With all of this talk about the end of retirement, Savant Wealth Management commissioned a study to see what the hard data had to say.