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Watch the video “Gifting Money to Family: Minimizing Uncle Sam’s Cut” to learn expert strategies on gifting money to family. Get practical tips from Savant Wealth Management.

Many people worry about becoming a burden on their loved ones as they get older. Here’s a five-step plan to help you reduce that worry and ensure a smoother future for yourself and your family.

Wealth alone won’t last. Learn how to raise the next generation as stewards by instilling values, discipline, and purpose to help preserve your legacy.

Fall is prime time for charitable giving, but before you write any checks, consider these two strategies that could help benefit you and your favorite causes. We’ll explore donating appreciated stock and leveraging Qualified Charitable Distributions (QCDs) from your IRA.

With careful design and proper administration, a cash balance plan can be more than just a retirement vehicle; it could become a long-term strategy for growth, talent retention, and financial efficiency.

Learn how a financial advisor in Wellesley, MA, can help you create a tax-efficient retirement strategy tailored to Massachusetts tax laws.

Beyond the financial considerations, early retirement can hold emotional and cultural significance for Generation X.

Some people plan for retirement, but not for long-term care. Learn how proactive custodial care planning can help you protect your assets, preserve dignity, and avoid costly mistakes.

Did you take a new job recently? If so, you may be wondering what to do with your old 401(k) account. Before you make any decisions, be sure to do your homework first.

This summer, I had the unique opportunity to serve as Savant Wealth Management’s first dedicated Mergers and Acquisitions (M&A) intern.

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

Discover year-end planning strategies for executives to help optimize incentives, taxes, and personal finances heading into 2026.