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Past Commentary & Articles
Watch the video “Estate Planning for the Wealthy” to learn expert strategies on estate planning. Get practical tips from Savant Wealth Management.
Retirement habits can limit joy long after work ends. Learn why old perceptions hold you back and how planning can help unlock a fuller life.
Explore financial planning strategies for university leaders, including pensions, deferred compensation, and long-term wealth management.
If you’re in the top tax bracket, changes in 2026 could affect your tax bill in ways that aren’t immediately obvious. Here are three subtle shifts high‑income earners need to understand.
Understand factors to weigh when navigating tech’s ups and downs and deciding how company stock fits into your broader financial picture.
Considering moving out of California to avoid paying income tax on upcoming gains? Read on to learn more about what you need to consider.
Few tech professionals really understand how equity compensation works. Use this guide to learn about the types of compensation and potential tax issues.
Restricted stock and restricted stock units are two popular types of equity compensation. We break down how they work and vest, and how they are taxed.
Selling RSU shares and investing in a diversified mix of securities can help manage risk and support long-term financial goals.
Learn how Trump accounts work, key rules, and how grandparents can use them to help grandchildren start investing.
Watch the video “Key Habits of Affluent Retirees” to learn expert strategies on retirement. Get practical tips from Savant Wealth Management.
Multigenerational financial planning in Birmingham helps families balance retirement, college savings, and estate goals under one cohesive plan.

