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Retirement plan sponsors are facing a pivotal moment in the evolution of workplace savings plans, as the SECURE Act 2.0 provisions reshape how sponsors design, administer, and communicate their 401(k) plans.

As 2025 winds down, plan sponsors are facing increasing legal and regulatory scrutiny surrounding their 401(k) plans, driven by shifting legal standards, increased participant awareness, and more aggressive enforcement by government agencies.

Build a tax-smart retirement plan in Wyomissing with a fiduciary advisor. Minimize taxes on income, Social Security, and investment withdrawals.

Plan your legacy with comprehensive estate planning in Scottsdale. Work with a fiduciary financial advisor to create a tax-smart wealth transfer strategy.

A fiduciary financial advisor in Columbia can help optimize taxes, investments, and retirement. Comprehensive financial planning for professionals in Columbia, SC.

Learn how to choose a fiduciary financial advisor in Scottsdale for retirement planning that aligns with your goals, lifestyle, and income needs.

Watch the video “A Strategic Approach to Social Security” to learn expert strategies on retirement. Get practical tips from Savant Wealth Management.

The age-old question of whether $1 million is enough for retirement continues to spark debate, but the truth is, there’s no one-size-fits-all answer. It’s time to move beyond general guidelines and focus on a more personalized approach.

Market timing sounds logical but rarely works. Learn why a steady, long-term approach beats chasing perfect entry and exit points.

The choices you make during Medicare’s Annual Open Enrollment (October 15 to December 7, 2025) can impact your health care access, your tax strategy, and your bottom line.

Explore Savant Wealth’s Q3 2025 Market Insights: Economic trends, stock performance, and why disciplined, diversified investing contributes to long-term success.

When planning your retirement, it’s common to feel a bit lost when it comes to your healthcare coverage. After all, your health insurance has likely been provided by your employer throughout the course of your career, so now what?