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With just a few months left in 2022, most taxpayers have a good idea where their income will end up for the year. Based on this information, it is time to review your tax situation and take action before the year-end deadline.

How do we stay on course when the economy appears to be in freefall? Perhaps we can borrow a slogan that our neighbors across the pond invented just before World War II. The British, known for having a “stiff upper lip” in the face of adversity, simply tell themselves to “KEEP CALM AND CARRY ON.”

The long-term effects of the pandemic and the associated fiscal and monetary response have led, in many ways, to unprecedented times in financial markets and the broader economy. This leaves investors in unfamiliar territory.

Did you take a new job recently? If so, you may be wondering what to do with your old 401(k) account. Before you make any decisions, be sure to do your homework first.

We created this guide to serve as a compass to help point you in the right direction when the markets get rough and your emotions run strong.

A well-designed 401(k) plan can position your business to successfully compete for top talent in any industry. There are a few good reasons why your company should join the 401(k) crowd if you haven’t already.

While the headlines surrounding inflation and interest rates have been bad – and may get worse – should all the bad news cloud our sense of optimism about the future? Savant’s investment research analyst Danny Noonan explores why pessimism may be realistic for the short term, but there are good things going on that could lead to a brighter future. Read why it can be helpful to acknowledge the balance.

If you live in a state that plans to tax forgiven federal loans as income, the Tax Foundation estimates the tax bill for student loan forgiveness could range from around $300 to $1,100, depending on the state.

If you are looking for a trusted advisor or team of professionals to help you make impactful financial decisions throughout your life, there are some things you may want to consider.

Eyes were on the Fed last week as they hosted their annual summer retreat in Jackson Hole, Wyoming. In short, we found out that no Fed “pivot” is coming.

Succession planning can be a real thorn in the side of business owners. Should you sell to your partners or employees, an outside buyer, or simply wind down your business when you decide you’ve had enough? Each situation is different, but business owners do face some common factors when determining whether to sell.

Scammers often target children because no one expects them to have a credit record – consequently, criminals could spend years using a child’s identity without getting caught.