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Past Commentary & Articles
You’ve spent the past three years patiently waiting, and now the day is here. The Restricted Stock Units (RSUs) you earned based on your 2022 services and received in 2023 vest February 7, 2026. Once that happens, the shares become fully yours to manage, sell, or hold. This milestone marks the realization of compensation tied […]
Learn what happens when 3M RSUs vest, how income taxes apply, and which factors are commonly considered once shares become unrestricted.
Geopolitical events often dominate headlines, but long-term investors may benefit from disciplined, diversified approaches rather than short-term reactions to global news.
Watch the video “How to Serve as an Executor” to learn expert strategies on estate planning. Get practical tips from Savant Wealth Management.
Learn how to spot romance scams, protect yourself, and help to keep your finances and your heart safe.
Learn how a Backdoor Roth IRA works and whether it’s a smart strategy for high‑income earners. Explore key differences between Traditional and Roth IRAs, tax implications, contribution rules, and how this approach may help strengthen your long‑term retirement plan.
Prepare your finances as you prepare for a winter storm. Learn how proactive planning, regular reviews, and timely adjustments can help you stay ready for any season.
Learn how permission buckets can help financially secure investors overcome scarcity thinking and spend with confidence and purpose.
Watch the video “High-Touch Retirement Planning in a High-Tech World” to learn expert strategies on retirement. Get practical tips from Savant Wealth Management.
Explore tax-smart charitable giving strategies for retirees to maximize impact, reduce taxes, and leave a lasting legacy.
Understand how 1099-K forms impact your income and tax reporting. Learn tips to stay organized and avoid surprises during tax season next year and beyond.
During times like these, investors can benefit from taking a page out of the playbooks of Hall of Fame football coach Nick Saban and legendary Intel CEO Andy Grove.

