Explore Savant’s 2025 Market Review: a year defined by AI-driven transformation, policy surprises, and global market shifts.

Learn how sequence of returns risk can impact your retirement withdrawals. Discover strategies designed to help protect your long-term wealth.

Learn how to spot and avoid investment group imposter scams. Get tips from FINRA and Savant Wealth Management to help you recognize and report fraud.

Learn the benefits of working with a fee-only financial advisor in Lancaster, PA and how fiduciary guidance can help support long-term planning for affluent households.

Planning for retirement as a single? Learn how to build a confident, independent future with smart strategies.

As you approach retirement, it’s easy to feel like time is running out. Don’t let mistakes hold you back from achieving your ideal retirement. Learn from others and start planning now to avoid common pitfalls.

While reviewing your estate planning documents may not be at the top of your to-do list, it’s a crucial aspect of financial preparedness. Like regular medical checkups, proactive attention ensures your estate plan aligns with your current circumstances and legal landscape.

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.

PrairieView Partners joins Savant Wealth Management, expanding tax and investment expertise to better serve clients across Minnesota.

Wondering if you’re ready to retire? Learn what to expect financially, emotionally, and socially with these tips designed to help create a smooth transition.

Overview of IRMAA surcharges, how they affect Medicare premiums, and considerations for managing costs.

Retirement tax planning in Iowa City requires careful coordination of income, withdrawals, and strategy. Learn how a fiduciary approach can help protect long-term wealth.