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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.

If you’re enrolled in Medicare, you may have received unwelcome news from the Social Security Administration. Financial advisor Sobhi Baghdadi answers common questions and provides more perspective.

If you’re aged 70 ½ or older, you can consider a “charitable IRA rollover,” or qualified charitable distribution (QCD). Donating this way not only helps a worthy cause; it can also help you save on your taxes.

In this recorded webinar, hear from our team of tax and estate professionals as they recap the proposed and enacted legislative changes made in 2021, and provide you with some optimal year-end planning strategies to help better prepare you for the upcoming tax season.

These days, it seems our entire workforce is reckoning with a desire to experience life on their terms. Whether you are 45 or 65, you may be thinking about your life differently now, and considering some new options for how to spend your time in the future.

One of the best ways to help draw your attention to the long-term positive effects of short-term “boring” moves is to keep a personal net worth statement. This activity really amounts to regularly “counting your financial blessings.”

What happens when your estate includes family heirlooms, china, jewelry, or family vacation homes? A little forethought can make the difference between leaving your executor with a nightmare and leaving grateful heirs with a treasured legacy.

With the holidays fast approaching, tax planning might not be high on your priority list. However, there are a few tax planning strategies that you can still execute before year-end.