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Explore key factors to decide if paying off your mortgage before retirement is the right move for you.

The IRS stopped accepting paper checks for tax payments on September 30, 2025. Find out why the rule changed and how to pay taxes electronically.

Your retirement plan is not just a checkbox; it can be a strategic advantage that helps to set your organization apart in recruiting and retention.

What financial habits will my teen carry into adulthood? And how can we use this moment to lay the groundwork for long-term financial security, including retirement?

Watch the video “Taxes and Philanthropy” to learn expert strategies on charitable giving. Get practical tips from Savant Wealth Management.

Learn why aligning risk with your goals and paying attention to fees and taxes may help improve long-term financial outcomes.

Watch the video “Optimizing Your Tax Strategy” to learn expert strategies on income tax management. Get practical tips from Savant Wealth Management.

As retirees shift from saving during the accumulation phase to spending in the distribution phase, they frequently face emotional hurdles and uncertainties. In this FAQ, we explore typical concerns and present practical strategies to help navigate this pivotal life transition.

The loss of a loved one can be devastating, and there is no easy way through it. Everyone grieves and heals at their own pace, in their own way. Some will look inward for the strength to make it through, and some will reach out for support.

Watch the video “Estate Planning: Beyond the Basics” to learn expert strategies on estate planning. Get practical tips from Savant Wealth Management.

Small financial accounts without designated beneficiaries might seem insignificant, but they can complicate estate administration, adding unnecessary stress for your executor—often a grieving spouse or family member.

Build a comprehensive plan with a fiduciary financial advisor in Scottsdale, AZ. Learn strategies for smart investing and long-term financial planning in Arizona.