Articles, Market Commentary
& More

Ask these 10 key questions to help find a financial advisor who aligns with your goals and provides trusted guidance.

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

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.

Watch the video “Estate Planning: Beyond the Basics” to learn expert strategies on estate planning. Get practical tips from Savant Wealth Management.

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.

Turn your 2025 RMD into a gift. Learn how qualified charitable distributions (QCDs) can help lower taxes while supporting causes you care about.

Explore tax-smart charitable giving strategies for retirees to maximize impact, reduce taxes, and leave a lasting legacy.

Balance college and retirement goals with experienced financial planning in St. Charles, IL. Partner with a fee-only advisor to help build a smart, tax-efficient plan.

Medicare brings higher costs, fewer choices, and new rules in 2026. Review your plan during open enrollment to help avoid surprises.

Plan ahead for health care in retirement to help protect your lifestyle, savings, and long-term well-being.

Retirement plan sponsors are facing a pivotal moment in the evolution of workplace savings plans, as the SECURE Act 2.0 provisions reshape how sponsors design, administer, and communicate their 401(k) plans.