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Many people overlook their Social Security benefits before retirement. Fortunately, the Social Security Administration makes it easy to access your estimated benefits online.

Watch the video “Tax Strategies for High-Net-Worth Investors” to learn expert strategies on taxation. Get practical tips from Savant Wealth Management.

Before you write that check: donating appreciated shares or making a QCD may give charities more and possibly cut your taxes.

If you’re approaching age 65, Medicare’s coverage options, costs, and enrollment rules can feel overwhelming. Understanding the program’s four parts and key enrollment deadlines can help you choose coverage that aligns with your healthcare needs and avoid costly mistakes.

In this episode of The Real Return, Zach Ivey, chief investment and advice officer, sits down with Christine Benz, director of personal finance and retirement planning at Morningstar and the author of How to Retire.

Estate planning can create new problems. Learn why grantor trust taxes, aging insurance trusts, and unspoken family expectations deserve a second look.

Coordinate your charitable giving with a plan, not just year-end checks, to align with long-term financial goals and decision-making.

A guide for dual-income households in Boston’s North Suburbs coordinating 401(k), HSA, and dependent care benefits across two employers, plus retirement account priorities and tax planning.

Learn how Greater Boston professionals can prepare for retirement, from tax-aware withdrawals and Social Security timing to health care and estate planning.

Learn how to evaluate a fiduciary financial advisor in Greater Boston, from verifying registration and fee-only pay to credentials, custody, and coordination.

Watch the video “Navigating Health, Wealth, and Estate Decisions” to learn expert strategies on estate planning. Get practical tips from Savant Wealth Management.

Age-based financial planning milestones can affect taxes, retirement, Social Security, Medicare, charitable giving, and education savings decisions.