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Families in Columbia, South Carolina, often face the challenge of balancing multiple financial priorities. Between saving for college, planning for retirement, and preparing to transfer wealth, it can be difficult to know where to focus first. Each goal is important, but pursuing them can be easier with coordination and professional guidance.  Working with a family […]

Watch the video “Estate Planning: Beyond the Basics” to learn expert strategies on estate planning. Get practical tips from Savant Wealth Management.

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

Plan ahead for health care in retirement to help protect your lifestyle, savings, and long-term well-being.

Retirement plan sponsors are facing a pivotal moment in the evolution of workplace savings plans, as the SECURE Act 2.0 provisions reshape how sponsors design, administer, and communicate their 401(k) plans.

As 2025 winds down, plan sponsors are facing increasing legal and regulatory scrutiny surrounding their 401(k) plans, driven by shifting legal standards, increased participant awareness, and more aggressive enforcement by government agencies.

Watch the video “A Strategic Approach to Social Security” to learn expert strategies on retirement. Get practical tips from Savant Wealth Management.

Market timing sounds logical but rarely works. Learn why a steady, long-term approach beats chasing perfect entry and exit points.

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?