Savant
Michelle M. Smith
CDFA®
Estate planning updates during marriage can shift control and assets before divorce. Learn how women can spot red flags and help protect their financial power.
Behavioral biases shape how investors think and act in market cycles. Understanding them supports more disciplined, long-term decisions with trusted guidance.
Savant
Discover retirement planning strategies for high-earning professionals in Northcenter Chicago, including tax planning, investment coordination, and long-term wealth management.
Explore ways couples can manage money together through regular communication, shared responsibilities, and clear financial goals.
Plan ahead for health care in retirement to help protect your lifestyle, savings, and long-term well-being.
Savant
The age-old question of whether $1 million is enough for retirement continues to spark debate, but the truth is, there’s no one-size-fits-all answer. It’s time to move beyond general guidelines and focus on a more personalized approach.
Savant
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.
Employees might not be familiar with the technical aspects of retirement plan regulation but may recognize when leadership takes retirement planning seriously. Regular communication, accessible education, and visible governance activities help contribute to a sense of organizational stability.
Savant
Financial planning in Birmingham, AL for growing professionals. Get fiduciary retirement guidance and tax-smart strategies to build long-term wealth.
Savant Wealth Management CEO Brent Brodeski discusses AI’s effect on financial planning and why it won’t replace human advisors.
Savant financial advisor Libby Muldowney discusses how to pursue a new path somewhere between full-time work and a full-stop retirement.
Many affluent families focus on federal estate taxes while overlooking state estate and inheritance taxes. Understanding how state rules differ may help inform planning decisions and support long-term wealth and legacy objectives.
