Michael A. Briscoe
CFP®, CEPA®, CRPS®, MBA
Savant
Inheriting an IRA can potentially trigger unexpected taxes. Learn how one decision might raise heirs’ tax costs and why your distribution choices can matter.
Savant
Being named executor of a loved one’s estate can feel overwhelming. If you’re unsure about accepting the role, you’re not alone. Here’s what to know—and what to do—if you decide it’s not the right responsibility for you.
Employee Stock Purchase Plans (ESPPs) may be a useful component of a compensation and savings strategy for some employees, but they are far from a one-size-fits-all solution.
A mother’s letter to her daughters sharing timeless money lessons on freedom, values, resilience, and using money as a tool for life.
Hidden crypto in divorce is not always impossible to trace. Learn what’s discoverable, which records matter, and when deeper investigation makes sense.
Discover how behavioral finance influences investment decisions and market trends. Learn practical strategies to help manage biases and invest confidently.
Is your child reaching the age of majority soon? If so, you may want to explain the legal ramifications of this important milestone and walk through these basic estate planning concepts.
Watch the video “Navigating Health, Wealth, and Estate Decisions” to learn expert strategies on estate planning. Get practical tips from Savant Wealth Management.
While reviewing your estate planning documents may not be at the top of your to-do list, it’s a crucial aspect of financial preparedness. Like regular medical checkups, proactive attention ensures your estate plan aligns with your current circumstances and legal landscape.
Target-date funds are common in 401(k)s. Learn how glide paths, inflation, and longevity factor into retirement planning.
Qualified small business stock (QSBS) can help tech founders and early employees exclude up to $15 million in capital gains from federal tax. Here’s how it works.
Many affluent families focus on federal estate taxes while overlooking state estate and inheritance taxes. Understanding how state rules differ may help inform planning decisions and support long-term wealth and legacy objectives.
