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Building a 2027 retirement plan budget? Review plan fees, employer contributions, service arrangements, and potential changes before year-end.

Watch the video “Preserving Generational Wealth” to learn expert strategies about estate planning. Get practical tips from Savant Wealth Management.

Retirement plans can support employee savings efforts and complement broader benefits strategies. Explore key considerations for employers.

Watch the video “Advanced Charitable Giving Strategies for the Affluent” to learn expert strategies on charitable giving. Get practical tips from Savant Wealth Management.

Explore financial and lifestyle considerations when spouses retire at different times, including cash flow, healthcare, taxes, and shared goals.

Well-advised families still end up with messy estates. Learn where plans come apart, what Illinois’ $4 million exclusion means, and four questions to ask.

Explore tax-smart charitable giving strategies for retirees to maximize impact, reduce taxes, and leave a lasting legacy.

One lesson that becomes easier to appreciate with experience is that a financial strategy can be technically sound and still not be worth pursuing. 

Planning for healthcare costs in retirement is essential but often overlooked. With an estimated $172,500 needed for medical expenses, understanding Medicare, supplemental insurance, and savings options like HSAs can help secure your financial future while maintaining your desired lifestyle.

Are you still working because you want to, or because you believe you have to? A Labor Day question worth asking.

Watch the video “Techniques Affluent Families Use to Help Grow and Maintain Their Wealth” to learn expert strategies on financial planning. Get practical tips from Savant Wealth Management.

Selling company stock to buy a home can trigger a surprise tax bill and cash-flow stress. Here’s how tech professionals can model the true cost first.