Turn your 2025 RMD into a gift. Learn how qualified charitable distributions (QCDs) can help lower taxes while supporting causes you care about.

Explore tax-smart charitable giving strategies for retirees to maximize impact, reduce taxes, and leave a lasting legacy.

Medicare brings higher costs, fewer choices, and new rules in 2026. Review your plan during open enrollment to help avoid surprises.

Plan ahead for health care in retirement to help protect your lifestyle, savings, and long-term well-being.

Retirement plan sponsors are facing a pivotal moment in the evolution of workplace savings plans, as the SECURE Act 2.0 provisions reshape how sponsors design, administer, and communicate their 401(k) plans.

As 2025 winds down, plan sponsors are facing increasing legal and regulatory scrutiny surrounding their 401(k) plans, driven by shifting legal standards, increased participant awareness, and more aggressive enforcement by government agencies.

Market timing sounds logical but rarely works. Learn why a steady, long-term approach beats chasing perfect entry and exit points.

The choices you make during Medicare’s Annual Open Enrollment (October 15 to December 7, 2025) can impact your health care access, your tax strategy, and your bottom line.

Does it make sense to consolidate your retirement accounts? Like many issues, the answer is, “It depends.” Here are some pros and cons to consider before rolling all your retirement accounts into one.

Explore Savant Wealth’s Q3 2025 Market Insights: Economic trends, stock performance, and why disciplined, diversified investing contributes to long-term success.

Add more than “save” to your financial goal playbook. Find out how to enjoy life today while staying prepared for tomorrow.

Even the closest families can be fractured by disagreements after a loved one’s passing. This is especially true when it comes to inheriting assets. While you might imagine your children getting along seamlessly, it’s important to plan for all possibilities.