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Many families are grappling with the overwhelming aftermath of Hurricane Milton, from losing homes to financial insecurity. The emotional toll is profound, yet taking proactive financial steps is crucial for recovery. Here are several tips to help navigate the aftermath of hurricanes Milton and Helene.

As an NIU alumnus, I find parallels between the Huskies’ recent upset over Notre Dame and market performance in the third quarter of 2024. Like NIU’s underdog victory, small-cap and value stocks can deliver strong, unexpected gains. Patience, preparation, and disciplined strategy can contribute to success in both investing and sports.

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.

If you’re approaching age 65 or are already enrolled in Medicare, you may find the program’s coverage options and costs confusing. Medicare is a federal health insurance program divided into four parts, each with its own coverage options and costs. Understanding what each part covers and when you can enroll in the program is crucial to ensure you have appropriate coverage for your healthcare needs.

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.