Category: Article

Article
June 18, 2026
high-earning professional

Top Tax Planning Strategies for High-Income Earners in 2026

Explore tax planning strategies for high-income earners in 2026, including charitable giving, retirement optimization, and capital gains planning. 

Article
June 18, 2026
evaluate financial advisor

How to Evaluate Your Current Financial Advisor (and When to Switch)

Learn how to evaluate your financial advisor, identify gaps in long-term planning, and understand when a fiduciary approach may provide greater value.

Article
June 18, 2026
The Retirement Coach, Jack Phelps, Savant Wealth Management

Stock Market Corrections: Do You Have Time to Make it Back? 

When markets drop, many investors feel like they’ve run out of time. But if you’re 60, your investment time horizon may be longer than you think.

Article
June 18, 2026
Brian Lawrence and Adam Cornwell, the North Ridge advisors who joined Savant in 2026

From North Ridge to Savant: A Conversation with Brian Lawrence and Adam Cornwell 

Meet Brian Lawrence and Adam Cornwell, the North Ridge advisors who joined Savant in 2026 and still believe relationships matter more than returns.

Article
June 17, 2026
Federal Reserve Policy

How Kevin Warsh Plans to Reshape Federal Reserve Policy 

Kevin Warsh begins as Fed Chair favoring rate policy over asset purchases, a leaner balance sheet, and a narrower definition of the central bank’s mandate.

Article
June 16, 2026
midyear check for retirement plan sponsors

Midyear Check for Plan Sponsors: Communications and SECURE 2.0 Updates

Plan sponsors can use a midyear check to review communications, assess engagement, and stay aligned with SECURE 2.0 requirements.

Article
June 16, 2026
manage cash flow as a high earner

RSUs, Bonuses, and Raises: How High Earners Should Think About Cash Flow

High income doesn’t mean predictable cash flow. Here’s how to manage RSUs, bonuses, and raises with a tax-smart plan that may help support long-term financial goals.

Article
June 16, 2026
engaging younger employees in retirement plan

Engaging Younger Employees in Retirement Plans: Practical Strategies for Plan Sponsors

Explore ways to engage younger employees in your retirement plan through clear communication, plan design, and financial wellness support.

Article
June 15, 2026
Investor's guide to IPOs

Looking Past the Hype: An Investor’s Guide to IPOs 

Learn how IPOs work, why early returns often lag, and how index inclusion and market dynamics shape long-term performance for disciplined investors.

Article
June 15, 2026
Larry Heller

Why Heller Wealth Management Chose Savant: A Conversation with Larry Heller 

A conversation with Larry Heller on why his firm joined Savant and how the partnership supports clients and future growth.

Article
June 12, 2026
business owner selling business

The 7 Mistakes Business Owners Make in the 24 Months Before a Sale 

The final 24 months before a business sale determine your real outcome. Learn the seven mistakes that cost owners the most, and how to avoid them.

Article
June 12, 2026
work optional, financial independance

5 Financial Milestones That May Signal You’re Ready for Financial Independence 

These five financial milestones may help successful professionals gain the flexibility to make career decisions based on priorities rather than financial necessity.

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