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When tech employees exercise NSOs, the option spread is taxed as W-2 income, but it usually isn’t reflected on the 1099-B cost basis. Learn more.

Coordinate your charitable giving with a plan, not just year-end checks, to align with long-term financial goals and decision-making.

If you’ve accumulated 401(k)s from multiple employers during your tech career, here’s how to think through your options and what to do with those old accounts.

Watch the video “You’ve Inherited Wealth: Now What?” to learn expert strategies on wealth management. Get practical tips from Savant Wealth Management.

Sometimes couples need an objective voice. A financial advisor can help facilitate conversations, clarify trade-offs, and keep discussions focused on long-term objectives rather than short-term emotions.

Deciding whether to buy or rent a vacation home? Explore key trade-offs, costs, and lifestyle factors to help guide a more thoughtful, long-term decision.

Watch the video “Retirement Planning with a Purpose” to learn expert strategies on retirement. Get practical tips from Savant Wealth Management.

Summer education costs can affect 401(k) contributions. Learn how plan sponsors can address seasonal expense cycles and participant engagement.

An overview of the new executive order, how it aims to expand retirement savings access, and what plan sponsors need to know.

See what your tax return reveals about income sources, tax efficiency, and whether your financial plan is working as intended over time.

Navigate divorce financial planning and learn what to do financially after divorce, manage assets, and rebuild your financial future.

After tax season, revisit estate planning goals. Learn key first steps to organize documents, clarify wishes, and help reduce confusion for your family.