Watch the video “Taxes and Philanthropy” to learn expert strategies on charitable giving. Get practical tips from Savant Wealth Management.

Watch the video “Optimizing Your Tax Strategy” to learn expert strategies on income tax management. 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.

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.

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

If you’re aged 70 ½ or older, you can consider a “charitable IRA rollover,” or qualified charitable distribution (QCD). Donating this way not only helps a worthy cause; it can also help you save on your taxes.

Discover how the One Big Beautiful Bill Act changes key tax rules for individuals, businesses, and estates—and why a financial plan review may be timely.

Taxes often get attention only at filing time, but effective tax planning is a continuous, year-round process. By staying proactive, you can help reduce tax surprises, uncover valuable savings, and better align your financial decisions with long-term retirement and wealth-building goals.

The summer season offers a great chance to revisit your finances with a fresh perspective.

Learn how the new Senior Bonus Deduction affects Social Security taxes—and what high-income retirees should know about eligibility, MAGI limits, and planning.

Senate passes tax bill that locks in 2017 cuts, raises estate exemptions, and adds new deductions, shaping tax policy for years to come if signed into law.

Plan for retirement in Manassas, VA. Learn strategies to manage market volatility and leverage Virginia tax advantages for retirees.