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Past Commentary & Articles
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.
Learn how a financial advisor in Wellesley, MA, can help you create a tax-efficient retirement strategy tailored to Massachusetts tax laws.
Beyond the financial considerations, early retirement can hold emotional and cultural significance for Generation X.
Some people plan for retirement, but not for long-term care. Learn how proactive custodial care planning can help you protect your assets, preserve dignity, and avoid costly mistakes.
Did you take a new job recently? If so, you may be wondering what to do with your old 401(k) account. Before you make any decisions, be sure to do your homework first.
This summer, I had the unique opportunity to serve as Savant Wealth Management’s first dedicated Mergers and Acquisitions (M&A) intern.
Discover year-end planning strategies for executives to help optimize incentives, taxes, and personal finances heading into 2026.
Keep your eye on the finish line, not the obstacles. The same goes for retirement strategy. Staying focused on your goals can help you navigate challenges.
Going through a high-net-worth divorce in New York? A financial advisor can help divide assets, separate investments, and preserve long-term wealth.
My internship at Savant Wealth Management has officially come to an end, and I want to share my story of what brought me here, the work I was able to do, and the lessons I will carry with me moving forward.
Navigate market volatility with confidence. Get long-term financial planning in Madison, WI with a fiduciary advisor who helps you keep your goals on track.
Receiving a large inheritance can be life changing. While it may be tempting to spend quickly, taking time to reflect on your values and goals can lead to informed decisions.

