Articles, Market Commentary
& More
Past Commentary & Articles
Savant Wealth Management, a fee-only RIA, announced the launch of Wife2CFO, an online educational program designed to help women navigate the financial complexities of divorce.
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.
Wife2CFO™ is a course designed to help women navigating divorce step back into that conversation with confidence.
What do your most engaged savers have in common? Explore practical ways to encourage retirement plan participation and awareness.
Learn how plan sponsors can use open enrollment to highlight retirement benefits, explain plan changes, and encourage employees to review their accounts.
Small financial accounts without designated beneficiaries might seem insignificant, but they can complicate estate administration, adding unnecessary stress for your executor—often a grieving spouse or family member.
A well-structured budget is key for planning a relaxing retirement. Key components: Understand your retirement income, categorize expenses, and track spending. Be flexible and set clear financial goals.
Watch the video “Working on Your Own Terms: A Guide to Semi-Retirement” to learn expert strategies on retirement. Get practical tips from Savant Wealth Management.
It can be difficult to manage the anxiety about providing financial help your adult children. You have to walk a fine line between your desire to help them avoid the struggles you went through versus teaching them financial self-sufficiency.
Michelle Socha Vang and Jolie McCarthy share why Socha Financial Group of Corning, NY, joined Savant and what the partnership means for clients.
See how retirement, tax, investment, and estate decisions work together for South Shore households, including the Massachusetts rules that shape each one.
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.

