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Enjoyed your years of saving but unsure how to spend? Don’t let guilt or fear hold you back. Watch this recorded webinar to help you develop smart spending strategies for a fulfilling retirement.

Savant’s tax team discusses year-end tax strategies and upcoming changes due to the expiration of the Tax Cuts and Jobs Act (TCJA) at the end of 2025 in this recorded webinar.

Market volatility has increased recently, with markets down 5-10% since late July. While this is concerning, it’s important to remember that volatility is a normal part of investing. Find out more about the factors driving market movement and the importance of maintaining a disciplined investment approach.

Feeling unsure about exercising your company stock options? Financial Advisor Matt Witter discusses the critical factors impacting this decision, including tax implications, timing strategies, and more.

Retirement can be an exciting time that many eagerly await. But there may also be a sense of uneasiness or anxiety that accompanies this stage of life. Taking some time to think about where you are now, and what you can do to stay on track, can be beneficial and may ease those feelings of angst.

Attaining a $1 million nest egg is a significant financial achievement. But you may wonder if this amount translates to a secure and comfortable retirement? In this episode of Ask a Savant Financial Advisor, Chris Ruedi provides insights to help you determine your retirement readiness.

Are you nearing retirement or planning for your future financial security? Social Security can be a critical component of your retirement income, and understanding how to maximize your benefits can significantly impact your financial well-being during your golden years.

If you split your time between a high-tax state and a low-tax state, one common question is, “Can I change my residency to save money on taxes?” The answer is – it depends.

In the face of life’s uncertainties, envisioning your retirement future can be daunting. Questions about financial security linger—will your funds last, and will you have all you need? The journey to confidence begins with action today.

Having meticulously planned and saved throughout your life, you’ve reached the moment of retirement! The excitement is palpable, but there might be lingering concerns about ensuring your assets cover all your needs.

This educational webinar explores vital steps and strategies needed to protect your assets upon retirement and leave a lasting legacy for generations to come.

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