Articles, Market Commentary
& More

After your husband or wife dies, you will be dealing with a major financial change on top of a major life change. Filing your spouse’s final tax return may be especially stressful because you don’t know what you don’t know.

Serving as the executor of a loved one’s estate comes with responsibilities that can seem overwhelming – from understanding the legal obligations to managing assets and distributing the estate. It is important for you to know what is expected of an executor or trustee and how you can help provide for smooth administration in the future.

Divorce can have a significant impact on your retirement plan, leaving you feeling uncertain and financially vulnerable. But it doesn’t have to be that way!

Many adults feel stressed about the future and whether they will have enough money to meet their needs. The good news is there are ways to help minimize that stress and even reduce some stress-related health issues.

Do you agree on your financial goals, budget, and money habits? Watch Savant’s director of financial planning Anne Mank and financial advisor Wayne Titus discuss strategies for financial harmony in your relationship in this recorded webinar.

Savant’s director of growth Jason English and financial advisor Danielle Dahn discuss ways to help you become more financially fit in 2023.

Heading into a new year with high inflation can create some anxiety about the future, especially if you are retired or plan to retire soon. Savant advisors Jeff Lewis and Cory Barel discuss potential strategies to help ease the sting of inflation.

Savant advisors Joel Cundick and Nick De Jong discuss what you need to know if you’re retiring in 2023.

In this recorded webinar, Savant’s financial advisors Justin Smith and Will Gunlicks discuss a process designed to help you make your next chapter your best chapter.

Our team of tax professionals recaps legislative changes made in 2022 and what’s on the horizon for 2023. They also uncover 10 common tax myths and share tax strategies.

The season of giving is upon us, which is a great time to reexamine the ways you give. Are you making the best financial decisions for you and those you care about?

Join three Savant financial advisors for a panel discussion around common strategies and foundational beliefs to assist you in your retirement journey.