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Getting on the same financial page often takes ongoing work as a couple. Here are seven tips to help you and your spouse or partner get – and stay – on the same page about money.

Loud budgeting is a social media trend that helps you to be open about your financial goals and how you’re spending money so others can help keep you accountable. But what many don’t realize is that loud budgeting is already a standard part of financial planning called an “expense needs analysis.”

You might have a professional relationship with a financial advisor – one who is supposedly looking out for your best interests and helping you work toward your personal and financial goals. How is that relationship going for you?

Layoffs and job losses can seem scary if you don’t have a plan in place to manage your finances without a steady paycheck. But losing a job can also present new opportunities you might not have considered before now. If you’re one of the many people facing career uncertainty right now, stay positive, and consider enlisting a financial advisor’s help.

Estate planning often focuses on tangible assets, but what about your digital footprint? By proactively managing your online presence, you can help ensure a smooth transition for your heirs and safeguard your digital legacy.

For the last 30 years, Savant’s investment maxims have served as the bedrock of our investment philosophy. While following them may cause us to sometimes take a seemingly boring path, they remain an important tool to help our clients take advantage of timeless wisdom and avoid needless, speculative risk.

The Tax Cuts & Jobs Act lowered tax rates for many individuals and married couples. If allowed to sunset on Dec. 31, 2025, tax rates could revert to their 2017 levels.

Did you make any resolutions for 2024? Now that January is over, how are you feeling about achieving them?

It’s almost time to start collecting 2023 tax documents in preparation for the April 15th filing deadline. One topic sure to come up is the question of which income is taxable—a matter that surprises many households.

The beginning of 2024 has marked substantial shake-ups in the world of football. This slew of transitions signals not only the end of an era, but the start of a new chapter for the sport.

Over the past year, we saw markets rebound from a dismal 2022, but many investors still felt like they were falling behind as stock market performance was led by a concentrated group of large companies known as the Magnificent Seven. The temptation to chase the top performers is only natural, but history has shown us time and again that this is not a good idea.

We believe the quality of advice you receive can help make a big difference in your financial success. Whether you’re looking to invest, save for retirement, or simply create a budget, getting the right advice can help you make informed decisions.