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Market timing sounds logical but rarely works. Learn why a steady, long-term approach beats chasing perfect entry and exit points.

The choices you make during Medicare’s Annual Open Enrollment (October 15 to December 7, 2025) can impact your health care access, your tax strategy, and your bottom line.

Does it make sense to consolidate your retirement accounts? Like many issues, the answer is, “It depends.” Here are some pros and cons to consider before rolling all your retirement accounts into one.

Add more than “save” to your financial goal playbook. Find out how to enjoy life today while staying prepared for tomorrow.

In the world of retirement planning, few tools stir as much strategic debate as the Roth conversion. Converting pre-tax retirement assets from a traditional IRA or employer-sponsored plan into a Roth IRA can offer incredible long-term tax advantages—but it’s not without its risks.

Estate planning should be simple—with purpose. See how complexity created tax and probate headaches for one family and how to help keep your plan clear and current.

Widows, divorcees, and caregivers often add adult children to accounts. Learn the pros, cons, and safer options like POA, trusts, and POD/TOD designations.

Proper estate planning is designed to safeguard your hard-earned assets and help provide you and your heirs with increased peace of mind. Ready to learn the basics?

Watch the video “5 Retirement Strategies You Need to Know” to learn expert strategies on retirement. Get practical tips from Savant Wealth Management.

Markets face uncertainty as the U.S. government shuts down. See what it means for your portfolio and why discipline matters.

Identity theft and fraud are common risks. Learn about credit reports, fraud alerts, credit freezes, and steps to reduce exposure.

Starting in 2026, high earners 50+ must make 401(k), 403(b), and 457(b) catch-up contributions as Roth. Learn what’s changing and how to prepare.