Edward R. Jastrem
CFP®, ChFC®, CMFS, CLTC, CRPC®, AWMA®, MS
Angie M. Stephenson
CFP®, CPA/PFS
Savant
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.
Savant
New repayment plans and lower Grad PLUS and Parent PLUS limits took effect July 1. Here is what parents and grandparents should understand.
Savant
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.
As a retirement coach, I’ve seen firsthand how a lack of financial confidence can steal the very independence we celebrate on July 4th.
Choosing between pre-tax and Roth 401(k) contributions often depends in part on your marginal tax rate in the year you contribute. Learn how to evaluate which account type may be appropriate in a given year.
Special needs financial planning goes beyond saving for retirement. It requires coordinating government benefits, legal tools, and long-term care to support your child for a lifetime.
When markets hit all-time highs, the instinct is to wait. But history shows record levels have occurred regularly and are not a reliable reason to pause your investment plan.
Watch the video “5 Strategies for Investing During Uncertain Times” to learn expert strategies on investing. Get practical tips from Savant Wealth Management.
Understanding advisory and wealth management models can help sports and entertainment professionals, as well as their agents and representatives, align financial decisions with long-term goals.
