Savant
Wife2CFO™ is a course designed to help women navigating divorce step back into that conversation with confidence.
What do your most engaged savers have in common? Explore practical ways to encourage retirement plan participation and awareness.
Learn how plan sponsors can use open enrollment to highlight retirement benefits, explain plan changes, and encourage employees to review their accounts.
Watch the video “Working on Your Own Terms: A Guide to Semi-Retirement” to learn expert strategies on retirement. Get practical tips from Savant Wealth Management.
It can be difficult to manage the anxiety about providing financial help your adult children. You have to walk a fine line between your desire to help them avoid the struggles you went through versus teaching them financial self-sufficiency.
Savant
Michelle Socha Vang and Jolie McCarthy share why Socha Financial Group of Corning, NY, joined Savant and what the partnership means for clients.
Keeping too much money in cash may feel safe, but it can carry hidden costs. Learn how to match investment risk to what your money needs to do.
Business transitions can involve more than a change in ownership. Learn how coordinated planning can support succession discussions, retirement planning, tax planning, and legacy goals.
Working past 65? Learn how Medicare and Social Security affect your HSA contributions and how to use your HSA for healthcare costs after you enroll.
SpaceX’s S-1 shows how three executives chose between salary, RSUs, and stock options. Here’s a framework for thinking through your own compensation mix.
Watch the video “Tax Strategies for High-Net-Worth Investors” to learn expert strategies on taxation. Get practical tips from Savant Wealth Management.
Before you write that check: donating appreciated shares or making a QCD may give charities more and possibly cut your taxes.
