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Past Commentary & Articles
Selling a business is a pivotal moment that can stir a range of emotions and bring positive and negative life-changing outcomes. As a business owner, it’s easy to lose sight of your own needs once the process begins.
Take the time to process your feelings and prepare yourself for the challenges and rewards of a new beginning. Consider seeking support from friends, family, or a therapist to help you navigate the emotional rollercoaster of moving.
When working with your child to find the right college, it’s crucial to evaluate the cost as you would an investment. The cost of college can be substantial, and having a significant amount of debt can negatively impact your – or your child’s – financial future.
Discover post-divorce financial planning strategies in New York. A fiduciary advisor can help rebuild wealth, update goals, and restore financial confidence.
Learn how a fiduciary financial advisor in Atlanta helps build long-term investment plans through risk analysis, diversification, and disciplined strategy.
Learn how to approach asset division in high-net-worth divorce in New York City. A divorce financial advisor can help protect your long-term financial health.
Explore retirement planning for university professionals in Middleton, including pensions, 403(b)s, Social Security, and health care strategies.
Watch the video “Retirement Realities: Bliss or Bust” to learn expert strategies on retirement. Get practical tips from Savant Wealth Management.
The Fed’s September 0.25% rate cut marks its first since 2024, aiming to balance slowing job growth with inflation risks. Explore what this means for markets, why diversification matters, and how investors can stay disciplined amid uncertainty.
Discover long-term wealth strategies for tenured professors in Middleton, from estate planning to charitable giving and investment 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.
Being an executor is a difficult and time-consuming task, which is why it’s important to make the process as easy as possible for the loved ones you leave behind. Preparing in advance not only helps you ensure the best outcome, but it also helps your executor feel confident that they’re acting in accordance with your wishes.

