Category: Article
Beyond a Benefit: The 401(k) as a Leadership Statement
Employees might not be familiar with the technical aspects of retirement plan regulation but may recognize when leadership takes retirement planning seriously. Regular communication, accessible education, and visible governance activities help contribute to a sense of organizational stability.
AI Will Change Financial Planning, But It Won’t Replace the Human Advisor
Savant Wealth Management CEO Brent Brodeski discusses AI’s effect on financial planning and why it won’t replace human advisors.
Tax-Smart Moves: Why State Estate Tax Planning Matters More Than You Think
Many affluent families focus on federal estate taxes while overlooking state estate and inheritance taxes. Understanding how state rules differ may help inform planning decisions and support long-term wealth and legacy objectives.
Why Money Alone Isn’t Enough: The Surprising Drivers of Retirement Happiness
A happy retirement is about more than money, it’s built on confidence, purpose, relationships, and thoughtful planning.
Turn Your Minnesota Tax Liability into Local Impact: The 2026 State Housing Tax Credit
Minnesota has a state tax credit program for affordable housing that allows taxpayers to direct funds locally.
Prudence in Action: Why Your 401(k) Process Matters
For retirement plan sponsors, fiduciary responsibility can feel abstract until an audit or lawsuit forces every decision into the spotlight.
Financial Confidence for Women: The Five‑Step Annual Money Review
Start the year with clarity and confidence by reviewing your goals, cash flow, savings, protection, and key documents to help strengthen your financial life.
Should You File a Tax Extension? What to Know as You Approach Retirement
Learn when a tax extension makes sense, especially for retirees facing complex income, missing documents or life changes.
How Financial Advisors Get Paid and Why It Matters
Learn the differences between fee-only, fee-based and commission-based financial advisors, and how each model affects advice and fiduciary duty.
APC Financial Planning Joins Savant Wealth Management
Learn why APC Financial Planning joined Savant Wealth Management and what the partnership means for clients and future planning support.
Understanding Solventum RSU Vesting and Next Steps
You’ve spent the past three years patiently waiting, and now the day is here. The Restricted Stock Units (RSUs) you earned based on your 2022 services and received in 2023 vest February 7, 2026. Once that happens, the shares become fully yours to manage, sell, or hold. This milestone marks the realization of compensation tied […]
When 3M RSUs Vest: What Happens and What Comes Next
Learn what happens when 3M RSUs vest, how income taxes apply, and which factors are commonly considered once shares become unrestricted.