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Watch the video “Key Habits for Successful Retirees” to learn expert retirement strategies. Get practical tips from Savant Wealth Management.

If you’re new to the family gifting process, you may not realize there’s more to it than simply writing a check. It’s important to consider the emotional implications as well as the tax and legal implications of giving a large financial gift.

Explore key factors to decide if paying off your mortgage before retirement is the right move for you.

The IRS stopped accepting paper checks for tax payments on September 30, 2025. Find out why the rule changed and how to pay taxes electronically.

Your retirement plan is not just a checkbox; it can be a strategic advantage that helps to set your organization apart in recruiting and retention.

What financial habits will my teen carry into adulthood? And how can we use this moment to lay the groundwork for long-term financial security, including retirement?

Discover why financial planning is personal and why rules of thumb can mislead. Learn how a professional can help you build a plan tailored to your goals.

Watch the video “Taxes and Philanthropy” to learn expert strategies on charitable giving. Get practical tips from Savant Wealth Management.

Learn why aligning risk with your goals and paying attention to fees and taxes may help improve long-term financial outcomes.

Watch the video “Optimizing Your Tax Strategy” to learn expert strategies on income tax management. Get practical tips from Savant Wealth Management.

As retirees shift from saving during the accumulation phase to spending in the distribution phase, they frequently face emotional hurdles and uncertainties. In this FAQ, we explore typical concerns and present practical strategies to help navigate this pivotal life transition.

Suddenly widowed? Learn immediate financial steps, asset protection strategies, and estate planning essentials with guidance from Savant Wealth Management advisors.