A significant wealth transfer is on the horizon, with trillions of dollars poised to pass to the next generation. But inheriting money comes with a crucial decision: should you stick with your parents’ financial advisor? Here are key questions to ask yourself as you navigate this financial crossroads.

Trust and communication are key to strong client-advisor relationships. However, changes can lead clients to reconsider their advisors. Let’s explore why these shifts occur.

The Senate has unveiled its version of the One Big Beautiful Bill Act (OBBBA), a sweeping tax and spending proposal that sets the stage for high-stakes negotiations.

Let’s talk about it—how much to tip, when it matters most, and why generosity still counts.

Not all financial professionals hold the same qualifications. Before committing to anyone, ask about their credentials.

Learn what to expect in your first meeting with a financial advisor, including key questions to ask and how to prepare for a productive discussion.

Now that spring is here, it’s tempting to daydream about sunshine and getaways—but don’t let financial planning fall by the wayside. Now’s the perfect time to refresh your money mindset with five smart tasks for your spring financial checklist.

Last year, we launched the WealthConfidence Scorecard to help people understand and strengthen the eight key mindsets that influence financial well-being. Today, we’re focusing on “connectedness”—a mindset that plays a vital role in your financial confidence and overall fulfillment.

Your advisory relationship is one of the most valuable partnerships you can have. By staying engaged, communicating openly, and leveraging Savant’s full range of services, you’re potentially setting yourself up for long-term financial wellness.

Choosing the right advisor for you and your family requires careful consideration. Good chemistry is important, but asking thoughtful questions and conducting due diligence can help you differentiate between a “good” advisor and a great one.

A financial plan is designed to help reduce future uncertainty. It provides a logical framework to navigate life’s inevitable financial challenges, such as recessions, inflation, unemployment, health issues, and cash flow needs.

Last year, we introduced the WealthConfidence Scorecard, highlighting eight mindsets for improved financial well-being. With current events impacting wealth confidence, nurturing these mindsets is crucial. Today, we focus on abundance: recognizing the plentiful resources in your life, beyond just finances, to make sound money decisions.