Articles, Market Commentary
& More

Watch the video “Optimizing Your Tax Strategy” to learn expert strategies on income tax management. Get practical tips from Savant Wealth Management.

As retirees shift from saving during the accumulation phase to spending in the distribution phase, they frequently face emotional hurdles and uncertainties. In this FAQ, we explore typical concerns and present practical strategies to help navigate this pivotal life transition.

Watch the video “Estate Planning: Beyond the Basics” to learn expert strategies on estate planning. Get practical tips from Savant Wealth Management.

Turn your 2025 RMD into a gift. Learn how qualified charitable distributions (QCDs) can help lower taxes while supporting causes you care about.

Explore tax-smart charitable giving strategies for retirees to maximize impact, reduce taxes, and leave a lasting legacy.

Plan ahead for health care in retirement to help protect your lifestyle, savings, and long-term well-being.

Retirement plan sponsors are facing a pivotal moment in the evolution of workplace savings plans, as the SECURE Act 2.0 provisions reshape how sponsors design, administer, and communicate their 401(k) plans.

As 2025 winds down, plan sponsors are facing increasing legal and regulatory scrutiny surrounding their 401(k) plans, driven by shifting legal standards, increased participant awareness, and more aggressive enforcement by government agencies.

Learn how to choose a fiduciary financial advisor in Scottsdale for retirement planning that aligns with your goals, lifestyle, and income needs.

Watch the video “A Strategic Approach to Social Security” to learn expert strategies on retirement. Get practical tips from Savant Wealth Management.

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.