Given the recent stock market decline, now may be an opportune time to take advantage of discounted gifting strategies. Dominick Parillo describes a few wealth transfer strategies you may want to consider.Read More
Now that the Coronavirus Aid, Relief, and Economic Security (CARES) Act has been signed into law, you’re probably wondering if and how it applies to you. We recently put together an educational video on the key provisions for individuals and small business owners.Read More
Taxes are complicated and so is retirement. When you combine the two, it can get a bit overwhelming. The silver lining is that people who are retired, or are on their way to being retired, have some incredible opportunities to implement tax savings strategies that could benefit them for the rest of their lives. Here are five Tax-Smart Retirement strategies to consider.Read More
Savant has always valued organizations and programs that align with our corporate values. Philanthropy is part of our culture; we believe it is good business to support the areas in which our clients, employees, and offices are located through charitable giving, corporate sponsorships, and volunteerism. One specific organization we are proud to sponsor is Badger Honor Flight. Through this sponsorship, Brent Lindell, a financial advisor in our Madison office, was given the opportunity to serve and honor veterans from WWII, Korea,Read More
As we all gear up to help our kids with their Reading, Writing & Arithmetic, it’s too bad that list doesn’t also include personal finances. Most kids learn the basics of money and making change in grammar school, but probably won’t learn how to manage money unless they choose finance as a career path. That means it is up to all of us to see that our children reach adulthood prepared to face life’s fiscal challenges.
The best and earliestRead More