Category: Article

Article
April 7, 2026
a woman ready for retirement

Retirement Readiness for Women: Five Questions to Ask Before You Take the Next Step 

Retirement readiness for women is about clarity and flexibility. These five questions can help you understand your options and plan with confidence.

Article
April 7, 2026
post-filing tax surprises

Tax Season Takeaways: Understanding Common Post-Filing Surprises

Tax surprises after filing can help reveal planning opportunities. Learn what common post‑filing outcomes may indicate and how they can inform smarter year‑round tax decisions.

Article
April 6, 2026
navigating executive equity compensation and tax planning

How Executives Can Navigate Equity Compensation and Tax Planning 

Learn how executives can manage RSUs, stock options, and tax planning with a strategic approach to equity compensation and long-term wealth planning.

Article
April 6, 2026
high-net-worth divorce financial planning

How High-Net-Worth Divorce Planning Differs from Traditional Financial Planning

High-net-worth divorce planning involves complex assets, taxes, and cash flow. Learn how Savant Wealth Management helps guide financial decisions.

Article
April 2, 2026
The Retirement Coach, Jack Phelps, Savant Wealth Management

Should I Stop Spending Because the Market is Down? 

When markets fall, spending fears can rise. Learn why a solid withdrawal plan can help retirees stay on track during market downturns.

Article
April 2, 2026
Signing a Joint Tax Return

Your Signature Is Not a Formality: What Signing a Joint Tax Return Really Means 

Many married women sign joint tax returns without reviewing them. Learn why your signature carries legal responsibility and why understanding matters.

Article
March 31, 2026
financial scam targeting older adult

How to Help Protect Yourself from Financial Scams That Target Older Adults 

Financial scams targeting adults over 50 are growing more sophisticated. Learn how they work and what steps can help protect your savings.

Article
March 31, 2026
investing in retirement

Why Boring Investing Often Works Best in Retirement 

Why we believe diversification, discipline, and so-called boring investments often matter most for retirees focused on income and long-term stability.

Article
March 30, 2026

How to Make Next Year’s Tax Season Less Stressful

While some have already put tax season behind them, millions are scrambling to meet the October 15th extension deadline. This can be stressful, but with better planning, you can make next year’s tax season smoother and potentially reduce your tax burden. Here are some tips to get you started.

Article
March 25, 2026
Market downturns can raise concerns for investors

When Are Volatile and Negative Markets an Opportunity?

Market downturns can raise concerns for investors. Learn how diversification, long-term planning, and tax considerations may come into focus during volatile markets.

Article
March 25, 2026
fear of hidden assets in high-net-worth divorce

“Hidden” Doesn’t Always Mean “Hiding”

Fear of hidden assets is common in divorce. Learn how gaining financial visibility can replace uncertainty with understanding and informed decisions.

Article
March 25, 2026
Heritage joins Savant Wealth Management

Why Heritage Chose Savant: A Conversation with Chuck Bean

Chuck Bean shares his perspective on Heritage Financial Services joining Savant and how the partnership expands planning capabilities and long-term client support.

Contact