You’ve built wealth through company stock. Learn tax-efficient strategies, including NUA, to diversify a concentrated position and manage the risk it carries.

Meet Scott Floersheim, the Albuquerque-based CPA and wealth advisor who built Meridian Wealth Advisors over nearly two decades and joined Savant.

How I get my ice cream is not a big decision at this stage in my life, but the MIT AgeLab considers it one of three questions that can help determine quality of life in retirement.

Explore financial and lifestyle considerations when spouses retire at different times, including cash flow, healthcare, taxes, and shared goals.

Explore college planning for multiple children, including 529 strategy planning, financial aid considerations, and education funding strategies. 

Some of the biggest equity compensation decisions happen before an IPO. How tech professionals can approach AMT, QSBS, concentrated stock, and lockup planning.

New repayment plans and lower Grad PLUS and Parent PLUS limits took effect July 1. Here is what parents and grandparents should understand. 

For many successful savers approaching retirement, this question becomes increasingly relevant: Should I include an expected inheritance in my retirement plan?

Now is the perfect time to revive your resolutions and financial goals. It’s never too late to refocus, regardless of the time of year. Don’t be hard on yourself if you haven’t made as much progress as you expected. Remember, you did your best and now you’re ready to get back on track!

If you have millions in assets but no credit in your own name, a divorce can freeze you out fast. Here’s what to do before that happens.

Discover 7 reasons to consider a Roth conversion, from tax-free growth and lower RMDs to greater retirement flexibility and estate planning benefits.

A date-of-death real estate appraisal may help establish tax basis for inherited real estate and could reduce future capital gains. Here’s why it matters and when to act.