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President Biden recently presented his American Families Plan (AFP), a $1.8 trillion package aimed at reforming education, childcare, and paid family leave. This blog presents a high-level overview of some noteworthy proposed changes.

During your retirement years, there are numerous rules, elections, and key dates in your partnership with “Uncle Sam.” Let’s review key retirement milestones and some costly missteps you can avoid.

2020 taught us all that life can change dramatically in an instant. Whether you have an estate plan or would like to create one, you won’t want to miss this educational discussion with Mike Cyrs, senior director of wealth transfer, and Dominick Parillo, director of wealth transfer.

The proposed American Families Plan could increase tax liabilities for many families by changing the way estates are taxed. Mike Cyrs, senior director of wealth transfer, takes a closer look at the plan and presents possible tax planning strategies.

Favorable gift and estate tax rates through the Tax Cuts and Jobs Act are scheduled to sunset on December 31, 2025. Financial advisor Kevin Kingston addresses the possibility that this exemption may be reduced before the final sunset date.

As COVID vaccines become more accessible, the world is entering the early stages of a return to normalcy which is reflected in equity markets moving higher while volatility returns to pre-pandemic levels. Let’s take a look at the data in May’s edition of MarketWise!

Having a well thought out and organized estate plan is one of the kindest things you can do for your family and heirs. Financial advisor Libby Muldowney discusses the basic estate planning documents that should be considered, the reasons why you should have an estate plan, and how an estate plan can evolve over time to meet the changing needs of your life stages.

In its simplest form, momentum investing means buying stocks that have recently performed well and selling those that have performed poorly. Danny Noonan, an investment research analyst, provides a high-level overview of this investing strategy.

Are you interested in using 529 college savings plans for your child or grandchild but aren’t sure if you know enough about them? Financial advisor Maureen Wright provides a helpful overview to get you started.

In this on-demand webinar, financial advisors Libby Muldowney and Maureen Wright will show you how to tailor money lessons for your young ones, tweens, teens, and 20-somethings! You’ll also learn how personality can impact financial behavior.

Financial advisor Janet Petran imparts financial wisdom she gained from her own experience of saving for retirement. She includes several investing tenets that have helped shape her own retirement savings philosophy.

As we move closer to normalcy and post-pandemic life, Brent Brodeski, Savant’s CEO, offers seven thought-provoking questions. Taking the time to think about and answer them can help you get deliberate and focused as you travel further down the road toward your ideal future.