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Learn why beneficiary designations matter and how plan sponsors can encourage employees to review and update their information at year-end.

Learn how the Mega Backdoor Roth 401(k) helps high earners contribute beyond standard limits for tax-advantaged retirement savings.

Is your retirement plan working for your employees? Explore practical areas to review, from participation and plan design to employee communication.

Watch the video “Tax-Savvy Retirement Planning for Affluent Investors” to learn expert strategies on tax planning. Get practical tips from Savant Wealth Management.

SECURE Act 2.0 lets you roll unused 529 funds into a Roth IRA. Learn the rules, limits, and strategies that make this transfer worth considering.

A tech layoff starts several clocks at once. Here’s how to think through health insurance, stock options, severance, and cash flow in the first 90 days.

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.

Watch the video “Year-End Tax Planning for Investors with Significant Wealth” to learn expert strategies on tax planning. Get practical tips from Savant Wealth Management.

What do the 2026 midterms mean for investors? Why staying focused on the long term can matter more than the headlines.

Markets rallied after the 2026 midterms left Washington divided. Here’s what divided government and the lame-duck budget fight may mean for your portfolio.

Learn how to verify a charity’s legitimacy, spot red flags, and give with clarity as part of a tax-smart charitable giving strategy.

A year-end financial reset can help women review life changes, retirement savings, taxes, insurance, and estate plans to start the new year with clarity.