Savant Wealth Management

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Past Commentary & Articles

November 17, 2023
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Are you approaching retirement age and looking to navigate this exciting phase of your life with confidence? Or perhaps you’re planning way ahead, eager to take control of your financial future.

Cents of Self
November 13, 2023
Answer the question Do I have enough?

What does having enough mean to you? Let’s examine some possible meanings and how you may want to explore all aspects of having enough. Though it can mean something different to everyone, the question is worth exploring.

November 10, 2023
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It’s that time of year – time to think about year-end tax savings opportunities. Join our team of tax and estate professionals as they provide you with some year-end individual and business planning strategies to help better prepare you for the upcoming tax season.

November 9, 2023
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The Employee Retirement Income Security Act (ERISA) of 1974 is about to turn 50. For five decades, this landmark legislation has governed the establishment, requirements, benefits, and other details of all the retirement accounts in the land, including employer-sponsored plans. But has ERISA aged well? Here’s what some experts are saying about the need for an ERISA reboot.

November 2, 2023
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Are you or a loved one considering the possibility of aging in place? This informative and insightful webinar explores practical steps and innovative solutions to help you create a living space that adapts to your changing needs.