Savant Wealth Management

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Past Commentary & Articles

Cents of Self
May 11, 2022

Although planning for the death of a spouse is unpleasant, the possibility of losing considerable income because your spouse passes away can be just as unpleasant. Proactive planning can help ease some of that strain.

Videos
May 5, 2022
Savant Wealth Management Webinar

One of the most important decisions to make when you are retiring or changing jobs is what to do with your 401(k), 403(b), or any other employer-sponsored retirement plan.

Cents of Self
May 2, 2022

While everyone’s personal financial situation is different, it is possible for single mothers to overcome the additional obstacles they face and build generational wealth. We present five strategies that can help single mothers pursue financial independence.

Videos
April 28, 2022
Savant Wealth Management Webinar

The trend of aligning your core values with your investment strategy is becoming more mainstream. “Values-Based Investing” refers to an investment strategy that evaluates assets not only for profit and risk potential but also for alignment with an investor’s core values.