Learn four smart steps to build a tax-efficient retirement withdrawal plan to help your savings last longer.

Starting Jan 1, 2026, high earners must make 401(k) catch-up contributions as Roth under SECURE 2.0.

Explore ways couples can manage money together through regular communication, shared responsibilities, and clear financial goals.

Watch the video “Key Habits for Successful Retirees” to learn expert retirement strategies. Get practical tips from Savant Wealth Management.

Explore key factors to decide if paying off your mortgage before retirement is the right move for you.

Your retirement plan is not just a checkbox; it can be a strategic advantage that helps to set your organization apart in recruiting and retention.

What financial habits will my teen carry into adulthood? And how can we use this moment to lay the groundwork for long-term financial security, including retirement?

Discover how Atlanta retirees can help cut taxes and optimize income with smart withdrawal strategies, Social Security timing, and Georgia tax rules.

As retirees shift from saving during the accumulation phase to spending in the distribution phase, they frequently face emotional hurdles and uncertainties. In this FAQ, we explore typical concerns and present practical strategies to help navigate this pivotal life transition.

High-net-worth individuals in Wyomissing can approach retirement with tax-efficient strategies, income planning, and fiduciary advisor support.

Retirement should be a time to enjoy the rewards of your hard work, but for many people in Columbia, it brings financial uncertainty. Market volatility, inflation, and longer life expectancies make it difficult to know whether your savings will last. Still, developing the right strategy can help you prepare for what lies ahead.  A financial […]

Balance college and retirement goals with experienced financial planning in St. Charles, IL. Partner with a fee-only advisor to help build a smart, tax-efficient plan.