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With just a few weeks left until the end of the year, you still have time to optimize your financial health. We’ve compiled a short list of ideas from Savant’s financial advisors to help you get started.

Whether you are investing, safeguarding your assets, or planning for retirement, there are important questions you should ask a financial advisor this upcoming year.

As investors look back on 2023, they will likely remember it as a positive year for stocks, with the S&P 500 finishing in positive territory. While this isn’t unusual, the composition of return may be surprising to some.

If you prefer to give money or gift cards to the children or grandchildren in your life, consider a different kind of monetary gift this year: a custodial Roth IRA.

Are you tired of being bombarded with financial myths and misinformation? Watch this enlightening and educational webinar.

As we enter into what’s supposed to be one of the most joyous seasons of the year, how can we inject a little more positivity into our collective outlook?

If you’re used to giving holiday tips to your hairdresser, dog walker, house cleaner, or other individuals with whom you have an ongoing relationship, you may be wondering how the new tipping culture affects the annual gift you’ve given to valued service providers in the past.

Find answers to common DAF and QCD questions, including age rules, limits, tax considerations, and how each approach may fit into your charitable giving strategy.

Compare donor-advised funds (DAFs) and qualified charitable distributions (QCDs). Understand tax benefits, timing, costs, and factors that may shape your giving strategy.

Health Savings Accounts, or HSAs, can be a powerful strategic weapon for amassing a healthcare nest egg until you sign up for Medicare.

What does having enough mean to you? Let’s examine some possible meanings and how you may want to explore all aspects of having enough. Though it can mean something different to everyone, the question is worth exploring.

It’s that time of year – time to think about year-end tax savings opportunities. Join our team of tax and estate professionals as they provide you with some year-end individual and business planning strategies to help better prepare you for the upcoming tax season.