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Learn what happens when 3M RSUs vest, how income taxes apply, and which factors are commonly considered once shares become unrestricted.

Learn why choosing a fee-only financial advisor in Vienna, VA can provide transparent, fiduciary guidance for retirement and long-term wealth planning.

Identity theft and fraud are common risks. Learn about credit reports, fraud alerts, credit freezes, and steps to reduce exposure.

Geopolitical events often dominate headlines, but long-term investors may benefit from disciplined, diversified approaches rather than short-term reactions to global news.

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

If losing a spouse weren’t bad enough, the financial implications can add insult to injury. The Widow’s Tax Penalty refers to the increased tax burden that surviving spouses may face after the loss of their partner, and while the name sounds like only women are affected, either spouse can face this challenge.

Learn how to spot romance scams, protect yourself, and help to keep your finances and your heart safe.

Learn how a Backdoor Roth IRA works and whether it’s a smart strategy for high‑income earners. Explore key differences between Traditional and Roth IRAs, tax implications, contribution rules, and how this approach may help strengthen your long‑term retirement plan.

Gain clarity and confidence as you navigate divorce. Understand your finances, what your life costs, and the guidance available to support your financial future.

Spot fake tax refund texts and emails with clear red flags. Learn how scammers target taxpayers and how to check your refund and report fraud safely.

Discover how to select a fee-only fiduciary financial advisor in Huntsville for retirement planning, tax strategy, and long-term financial confidence.

Divorce demands emotional resilience and astute financial planning. Asset division, particularly regarding the marital home, carries significant tax implications. Understanding taxable versus non-taxable transfers, capital gains, and retirement account splits is crucial.