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Past Commentary & Articles

There’s no time like the present to prepare for tax season! We have some reminders from the Internal Revenue Service to help make tax filing easier, along with some special items to consider.

Sometimes saving on your taxes is just a matter of knowing that a specific deduction or credit exists. This article explores the various deductions and tax credits you may be eligible to take.

With 2022 upon us and the number of COVID variants continuing to grow, how can small businesses mitigate the potential for more negative effects in the coming year? Scenario planning, a way of visualizing different futures for your business, may hold some answers.

Although a nomadic lifestyle may sound like an opportunity to drift along on your own time to whatever destination sounds good in the moment, a successful nomadic lifestyle should include some advance planning.

Almost 30 years ago, Savant established a set of 30 investment maxims that have stood the test of time and still apply today. They can serve as a helpful guide to create your own financial resolutions.

If you own a business, you may be in the midst of your annual planning process – determining your 2022 priorities and budgeting the resources to help you achieve them. But keeping and attracting the best talent to execute next year’s strategy is a looming problem.

In their mid-60s, many people need to make important decisions about Medicare and when to start claiming Social Security. Learn more about how it may affect your situation.

The process of selling a business can be daunting — especially for a small business owner. However, if you work with a financial advisor, you may be able to enlist their help to position your business for a sale and potentially keep more of the proceeds.

More than 10 million jobs are open in the U.S. right now, yet the unemployment rate is higher than it was pre-pandemic. What does this mean for the economy?

Whether or not you consider yourself to be wealthy, having an estate plan and up-to-date beneficiary designations can help increase your peace of mind – and that of your heirs after your death.

Several advisors here at Savant are also published authors, one of whom just released a new book! Looking for a great gift idea? Here’s a list of books written or co-written by members of our team, plus recommendations from around the firm.

In this recorded webinar, our financial advisors discuss several strategic ways to make a difference all year ‘round through charitable gifting. Learn how to create a gifting strategy that not only supports your favorite causes but also helps create tax efficiencies to save you money.