If you’re in the 37% bracket, OBBBA could increase your tax bill in 2026. Learn what’s changing and how to plan ahead with your financial advisor.

Cut summer energy costs without sacrificing comfort. Use these cost-effective tips to protect your wallet—and your financial goals—during the hottest months.

In recent years, index funds have become a go-to choice for many investors aiming to build wealth. They’re simple, low-cost, tax-efficient, and grounded in decades of academic research. In fact, we use index funds in many of our portfolios as well. But are they enough for High-Net-Worth investors?

A simple estate plan for your young adult will give you and your child peace of mind, create an efficient mechanism for handling affairs in the event of an accident or period of disability, and help set the tone for personal and family responsibility.

Life is full of unexpected twists and turns, and insurance can help serve as a vital safeguard against financial uncertainty. One of the most pressing concerns many of us face is: “Am I adequately insured?” The answer to this question lies in understanding your individual circumstances and protection needs.

Life often feels like a juggling act, especially when you’re self-employed. Managing your personal finances doesn’t have to be one of the tasks that keeps you up at night. Here are steps to consider to help reduce financial stress and free up mental space for other priorities.

A Health Savings Account (HSA) offers a triple tax savings benefit and can be a powerful tool in your retirement portfolio. Financial advisor Nicholas De Jong provides more details in his latest blog post.

One of the keys to building a healthy and sustainable retirement savings plan is to take full advantage of an employer-sponsored retirement account. Here are several factors to consider when reviewing your retirement plan options.

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.

In some cases, elderly parents may need to move in with their adult children to receive assistance with daily tasks and medical care. While this can be a great way for families to come together and provide support, it likely also involves additional expenses.

ESG investing uses independent ratings to help investors understand how well companies adhere to specific ESG criteria. Through an understanding of these data points and engagement with companies held in the portfolio, investors can support corporations applying best practices from an environmental, social, and governance standpoint.

This week marks Global Money Week, which touts the importance of helping young people develop good financial habits. With that in mind, we’ve compiled a list to help kids of any age explore financial literacy.