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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.

Watch the video “How to Serve as an Executor” to learn expert strategies on serving as an executor. Get practical tips from Savant Wealth Management.

Discover year-end planning strategies for executives to help optimize incentives, taxes, and personal finances heading into 2026.

Wondering if you’re ready to retire? Learn what to expect financially, emotionally, and socially with these tips designed to help create a smooth transition.

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.

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.

Turn your 2025 RMD into a gift. Learn how qualified charitable distributions (QCDs) can help lower taxes while supporting causes you care about.

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.

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.

As we head into another Labor Day weekend, let’s applaud those who’ve achieved financial independence! If you’re among this elite group, congratulations! You’ve earned the freedom to live life on your terms!

As year-end approaches, many individuals review their income, assess their retirement savings strategy, and determine the best ways to maximize their contributions. For some, this includes deciding whether to contribute to a Traditional IRA or a Roth IRA – and the potential use of a Backdoor Roth IRA.