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My internship at Savant Wealth Management has officially come to an end, and I want to share my story of what brought me here, the work I was able to do, and the lessons I will carry with me moving forward.

Navigate market volatility with confidence. Get long-term financial planning in Madison, WI with a fiduciary advisor who helps you keep your goals on track.

Turn your 2025 RMD into a gift. Learn how qualified charitable distributions (QCDs) can help lower taxes while supporting causes you care about.

Receiving a large inheritance can be life changing. While it may be tempting to spend quickly, taking time to reflect on your values and goals can lead to informed decisions.

Although planning for the death of a spouse is unpleasant, the possibility of losing considerable income because your spouse passes away can be just as unpleasant. Proactive planning can help ease some of that strain.

As we head into another Labor Day weekend, let’s applaud those who’ve achieved financial independence! If you’re among this elite group, congratulations! You’ve earned the freedom to live life on your terms!

Learn how a fee-only fiduciary financial advisor in Middletown provides transparent, conflict-free guidance to help you pursue your financial goals.

As year-end approaches, many individuals review their income, assess their retirement savings strategy, and determine the best ways to maximize their contributions. For some, this includes deciding whether to contribute to a Traditional IRA or a Roth IRA – and the potential use of a Backdoor Roth IRA.

Create a tax-smart retirement plan with a fiduciary financial advisor in Madison WI. Explore income strategies and Social Security timing with confidence.

In this on-demand webinar, financial advisors Libby Muldowney and Danielle (Dahn) Moore share tools and strategies to help you maximize your retirement—at any stage.

I applied for the internship to better understand this field and to learn from professionals committed to fiduciary financial planning and services. My experience at Savant helped provide meaningful exposure to this approach.

Watch the video Confident Spending in Retirement. Financial advisor Joel Cundick discusses the mental shift involved in the retirement transition from saving to spending, with ideas about allocating your spending on what will be most meaningful to you.