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The choices you make during Medicare’s Annual Open Enrollment (October 15 to December 7, 2025) can impact your health care access, your tax strategy, and your bottom line.

Does it make sense to consolidate your retirement accounts? Like many issues, the answer is, “It depends.” Here are some pros and cons to consider before rolling all your retirement accounts into one.

Explore Savant Wealth’s Q3 2025 Market Insights: Economic trends, stock performance, and why disciplined, diversified investing contributes to long-term success.

When planning your retirement, it’s common to feel a bit lost when it comes to your healthcare coverage. After all, your health insurance has likely been provided by your employer throughout the course of your career, so now what?

Add more than “save” to your financial goal playbook. Find out how to enjoy life today while staying prepared for tomorrow.

Even the closest families can be fractured by disagreements after a loved one’s passing. This is especially true when it comes to inheriting assets. While you might imagine your children getting along seamlessly, it’s important to plan for all possibilities.

In the world of retirement planning, few tools stir as much strategic debate as the Roth conversion. Converting pre-tax retirement assets from a traditional IRA or employer-sponsored plan into a Roth IRA can offer incredible long-term tax advantages—but it’s not without its risks.

Estate planning should be simple—with purpose. See how complexity created tax and probate headaches for one family and how to help keep your plan clear and current.

Many women find themselves managing money for loved ones. Here’s how to protect your time, set boundaries, and provide help with confidence.

Widows, divorcees, and caregivers often add adult children to accounts. Learn the pros, cons, and safer options like POA, trusts, and POD/TOD designations.

Proper estate planning is designed to safeguard your hard-earned assets and help provide you and your heirs with increased peace of mind. Ready to learn the basics?

Watch the video “5 Retirement Strategies You Need to Know” to learn expert strategies on retirement. Get practical tips from Savant Wealth Management.