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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.

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.

The Federal Reserve has cut interest rates, marking a shift toward easing monetary policy. This decision is influenced by stabilizing inflation and softening labor market. Understanding this change is crucial for making informed financial decisions.

While most plan sponsors leave the filing of the annual Form 5500 to their plan providers, it’s still important to understand what’s “under the hood” for this important document.

Fall is here, and with it comes the annual tax planning season. It’s time to review your tax situation and explore ways to optimize your tax returns. With just a few months left in 2024, now is the perfect time to take action.

Are you ready to embark on a new chapter in your life? Retirement is a significant milestone that deserves careful planning. With so many important decisions to make, it can be overwhelming to know where to start.

Have you ever wondered if owning a second home is right for you? Review the checklist that helps compare the pros and cons of buying vs. renting.

Losing a parent is one of life’s most challenging experiences, and the administrative responsibilities that follow can be overwhelming.

Are you worried about your aging parents? Maybe they’re facing health challenges, or you’ve heard unsettling stories from friends. You know you need to talk with them about their plans for the future, but where do you begin?