Michael A. Briscoe
CFP®, CEPA®, CRPS®, MBA
Savant
Selling company stock to buy a home can trigger a surprise tax bill and cash-flow stress. Here’s how tech professionals can model the true cost first.
Savant
If you’re new to the family gifting process, you may not realize there’s more to it than simply writing a check. It’s important to consider the emotional implications as well as the tax and legal implications of giving a large financial gift.
Lifestyle creep isn’t always a mistake. A financial advisor on telling intentional spending from drift, and the questions that separate the two.
Watch the video “When Equity Compensation Becomes Real Money” to learn expert strategies on executive compensation. Get practical tips from Savant Wealth Management.
Savant
While navigating the sea of retirement advice can feel overwhelming, don’t let it stall your saving efforts. Debunking these myths can help empower you to take charge and build a brighter retirement future.
Savant
See how Chicagoland families can help coordinate retirement, investment, tax, and estate decisions into one plan built around Illinois rules and regional costs.
Savant
How retirement planning shifts for households in Chicago’s Western Suburbs, from Illinois tax treatment and Social Security timing to healthcare and estate planning.
Savant
Coordinate retirement, investments, taxes, and estate planning into one plan. See what Northern Virginia families should review before the next milestone.
A concentrated stock position can become your biggest financial risk. Here are strategies to diversify, give, or hedge a single-stock holding without ignoring taxes.
Savant
Learn how families on Chicago’s North Shore can coordinate retirement, college funding, taxes, charitable giving, and Illinois estate planning.
Savant
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.
Learn how sustainable investing uses ESG considerations to align a portfolio with your values, how performance compares, and what trade-offs to weigh.
