Edward R. Jastrem
CFP®, ChFC®, CMFS, CLTC, CRPC®, AWMA®, MS
Angie M. Stephenson
CFP®, CPA/PFS
The widow’s tax penalty can hit either surviving spouse with a higher tax burden. Understand the impact and explore strategies to protect your finances.
Estate planning can help families clarify roles, support siblings, and avoid placing too much responsibility on one adult child.
Q2 markets showed resilience amid geopolitical tensions, inflation concerns, AI enthusiasm, and shifting rates, rewarding disciplined investors.
SpaceX’s staggered lockup gives employees six selling decisions instead of one. Here’s how to think through each window and potentially coordinate them as one diversification strategy.
Savant
Nolen Wolfe, a senior at Samford University’s Brock School of Business, interned with Savant Wealth Management in our Huntsville, Alabama, office this summer. He shares what that experience has meant to him.
Watch the video “When Can You Afford to Stop Working?” to learn expert strategies on retirement. Get practical tips from Savant Wealth Management.
You’ve built wealth through company stock. Learn tax-efficient strategies, including NUA, to diversify a concentrated position and manage the risk it carries.
Savant
Meet Scott Floersheim, the Albuquerque-based CPA and wealth advisor who built Meridian Wealth Advisors over nearly two decades and joined Savant.
How I get my ice cream is not a big decision at this stage in my life, but the MIT AgeLab considers it one of three questions that can help determine quality of life in retirement.
Explore financial and lifestyle considerations when spouses retire at different times, including cash flow, healthcare, taxes, and shared goals.
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.
