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Learn how to navigate your new role as the financial spouse. Explore strategies to help with budgeting, investments, insurance, and legacy planning.

Watch the video “Avoiding Medicare Mistakes in Retirement” to learn expert strategies on retirement. Get practical tips from Savant Wealth Management.

Just like a routine health check, regularly reviewing your estate plan helps ensure it reflects your current life and wishes. Major life events and legal changes can impact your plan, making periodic updates essential to protect your loved ones and legacy.

Watch the video “Retirement Realities: Bliss or Bust” to learn expert strategies on retirement. Get practical tips from Savant Wealth Management.

The Fed’s September 0.25% rate cut marks its first since 2024, aiming to balance slowing job growth with inflation risks. Explore what this means for markets, why diversification matters, and how investors can stay disciplined amid uncertainty.

If you’re approaching age 65 or are already enrolled in Medicare, you may find the program’s coverage options and costs confusing. Medicare is a federal health insurance program divided into four parts, each with its own coverage options and costs. Understanding what each part covers and when you can enroll in the program is crucial to ensure you have appropriate coverage for your health care needs.

A well-structured budget is key for planning a relaxing retirement. Key components: Understand your retirement income, categorize expenses, and track spending. Be flexible and set clear financial goals.

Watch the video “Gifting Money to Family: Minimizing Uncle Sam’s Cut” to learn expert strategies on gifting money to family. Get practical tips from Savant Wealth Management.

Many people worry about becoming a burden on their loved ones as they get older. Here’s a five-step plan to help you reduce that worry and ensure a smoother future for yourself and your family.

Wealth alone won’t last. Learn how to raise the next generation as stewards by instilling values, discipline, and purpose to help preserve your legacy.

Fall is prime time for charitable giving, but before you write any checks, consider these two strategies that could help benefit you and your favorite causes. We’ll explore donating appreciated stock and leveraging Qualified Charitable Distributions (QCDs) from your IRA.

With careful design and proper administration, a cash balance plan can be more than just a retirement vehicle; it could become a long-term strategy for growth, talent retention, and financial efficiency.