Savant Wealth Management

𝗙𝗿𝗼𝗺 𝘁𝗮𝘅 𝘀𝗲𝗮𝘀𝗼𝗻 𝘁𝗼 𝗹𝗲𝗴𝗮𝗰𝘆 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 - After tax time, revisit your estate plan. Take simple steps to organize documents, clarify your wishes, and help reduce confusion for your family. ow.ly/sb4C50YYopI

𝗪𝗲𝗹𝗰𝗼𝗺𝗲 𝗡𝗼𝗿𝘁𝗵 𝗥𝗶𝗱𝗴𝗲 𝗪𝗲𝗮𝗹𝘁𝗵 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝘀 𝘁𝗼 𝗦𝗮𝘃𝗮𝗻𝘁. Based in Beaverton, OR, the team brings ~$223M in AUM and a planning-first approach for busy professionals. We’re excited to grow in Oregon alongside a like-minded firm. ow.ly/WvPz50YV3Qn

Please join us in welcoming Desmond Wealth Management to Savant. Based in Walnut Creek, CA, the firm brings 20+ years of experience and ~$148M AUM, with a strong focus on integrated wealth and tax planning. Read more: ow.ly/EXt650YV0Xu

A quote from 𝗭𝗮𝗰𝗵 𝗜𝘃𝗲𝘆, 𝗖𝗵𝗶𝗲𝗳 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗮𝗻𝗱 𝗔𝗱𝘃𝗶𝗰𝗲 𝗢𝗳𝗳𝗶𝗰𝗲𝗿 of Savant Wealth Management.

𝗕𝗼𝗮𝗿𝗱 𝗦𝗲𝗿𝘃𝗶𝗰𝗲 𝗳𝗼𝗿 𝗦𝗲𝗻𝗶𝗼𝗿 𝗘𝘅𝗲𝗰𝘂𝘁𝗶𝘃𝗲𝘀 A board invitation marks a major career milestone. It reflects trust, experience, and strategic value at the highest level. ow.ly/mCGQ50YNr37

𝗧𝗵𝗲 𝗛𝗶𝗱𝗱𝗲𝗻 𝗧𝗮𝘅 𝗧𝗿𝗮𝗽𝘀 𝗶𝗻 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗜𝗻𝗰𝗼𝗺𝗲 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 Retirement taxes can creep up through IRMAA, Social Security taxes, and RMDs. Income timing and tax diversification may help protect cash flow. ow.ly/I4QH50YKy5z

𝗬𝗼𝘂𝗿 𝗦𝗶𝗴𝗻𝗮𝘁𝘂𝗿𝗲 𝗜𝘀 𝗡𝗼𝘁 𝗮 𝗙𝗼𝗿𝗺𝗮𝗹𝗶𝘁𝘆: 𝗪𝗵𝗮𝘁 𝗦𝗶𝗴𝗻𝗶𝗻𝗴 𝗮 𝗝𝗼𝗶𝗻𝘁 𝗧𝗮𝘅 𝗥𝗲𝘁𝘂𝗿𝗻 𝗥𝗲𝗮𝗹𝗹𝘆 𝗠𝗲𝗮𝗻𝘀 Many married women sign joint tax returns without reviewing them. ow.ly/gwcI50YF1SB

𝗣𝗿𝗼𝘁𝗲𝗰𝘁 𝗬𝗼𝘂𝗿 𝗟𝗶𝗳𝗲𝘀𝘁𝘆𝗹𝗲: 𝗛𝗼𝘄 𝘁𝗼 𝗣𝗹𝗮𝗻 𝗳𝗼𝗿 𝗛𝗲𝗮𝗹𝘁𝗵 𝗖𝗮𝗿𝗲 𝗶𝗻 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 Plan ahead for health care in retirement to help protect your lifestyle, savings, and long-term well-being. ow.ly/HfGB50YAW8O

Why we believe diversification, discipline, and so-called boring investments often matter most for retirees focused on income and long-term stability. [𝗥𝗲𝗮𝗱 𝗠𝗼𝗿𝗲] ow.ly/v2Ir50YBune

𝗪𝗵𝗲𝗻 𝗮𝗿𝗲 𝘃𝗼𝗹𝗮𝘁𝗶𝗹𝗲 𝗮𝗻𝗱 𝗻𝗲𝗴𝗮𝘁𝗶𝘃𝗲 𝗺𝗮𝗿𝗸𝗲𝘁𝘀 𝗮𝗻 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝘆? Learn how diversification, long-term planning, and tax considerations may matter more during periods of volatility. 𝗥𝗲𝗮𝗱 𝗺𝗼𝗿𝗲 www2.savantwealth.com/l/514401/2026-…

“𝗛𝗶𝗱𝗱𝗲𝗻” 𝗗𝗼𝗲𝘀𝗻’𝘁 𝗔𝗹𝘄𝗮𝘆𝘀 𝗠𝗲𝗮𝗻 “𝗛𝗶𝗱𝗶𝗻𝗴” Fear of hidden assets is common in divorce. Learn how gaining financial visibility can replace uncertainty with understanding and informed decisions.[𝗥𝗲𝗮𝗱 𝗠𝗼𝗿𝗲] ow.ly/76xZ50Yz9H4

𝐖𝐡𝐲 𝐇𝐞𝐫𝐢𝐭𝐚𝐠𝐞 𝐂𝐡𝐨𝐬𝐞 𝐒𝐚𝐯𝐚𝐧𝐭: 𝐀 𝐂𝐨𝐧𝐯𝐞𝐫𝐬𝐚𝐭𝐢𝐨𝐧 𝐰𝐢𝐭𝐡 𝐂𝐡𝐮𝐜𝐤 𝐁𝐞𝐚𝐧 -- Chuck Bean shares his perspective on Heritage joining Savant and how the partnership expands planning capabilities and long-term client support. ow.ly/Y0WK50YyVeG

𝗔 𝗟𝗲𝘁𝘁𝗲𝗿 𝘁𝗼 𝗠𝘆 𝗗𝗮𝘂𝗴𝗵𝘁𝗲𝗿𝘀: 𝗠𝗼𝗻𝗲𝘆 𝗟𝗲𝘀𝘀𝗼𝗻𝘀 𝗜 𝗛𝗼𝗽𝗲 𝗬𝗼𝘂 𝗖𝗮𝗿𝗿𝘆 𝗪𝗶𝘁𝗵 𝗬𝗼𝘂 A thoughtful reflection on independence, confidence, and intentional money decisions. ow.ly/b9Vu50YyoNc

𝐖𝐡𝐞𝐧 𝐘𝐨𝐮 𝐓𝐫𝐚𝐧𝐬𝐢𝐭𝐢𝐨𝐧 𝐭𝐨 𝐑𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭, 𝐑𝐞𝐦𝐞𝐦𝐛𝐞𝐫 𝐭𝐡𝐞 𝐋𝐢𝐝 𝐢𝐬 𝐍𝐨 𝐋𝐨𝐧𝐠𝐞𝐫 𝐨𝐧 𝐭𝐡𝐞 𝐉𝐚𝐫 Retirement habits can limit joy long after work ends. Learn why old perceptions hold you back. ow.ly/nKQF50YwNTv

𝐀𝐫𝐞 𝐓𝐚𝐫𝐠𝐞𝐭-𝐃𝐚𝐭𝐞 𝐅𝐮𝐧𝐝𝐬 𝐄𝐧𝐨𝐮𝐠𝐡 𝐟𝐨𝐫 𝐑𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭? Target-date funds are common in 401(k)s. Learn how glide paths, inflation, and longevity factor into retirement planning. ow.ly/i9LL50YwNwV

𝗦𝗲𝗰𝘂𝗿𝗶𝗻𝗴 𝗬𝗼𝘂𝗿 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁: 𝗗𝗲𝗰𝗶𝗱𝗶𝗻𝗴 𝗪𝗵𝗲𝗻 𝘁𝗼 𝗖𝗹𝗮𝗶𝗺 𝗦𝗼𝗰𝗶𝗮𝗹 𝗦𝗲𝗰𝘂𝗿𝗶𝘁𝘆 𝗕𝗲𝗻𝗲𝗳𝗶𝘁𝘀 One of the many complex decisions you’ll face as you approach retirement is when to claim Social Security benefits. ow.ly/tmMm50YtyTJ

𝐈𝐧𝐜𝐨𝐦𝐞 𝐃𝐢𝐬𝐭𝐫𝐢𝐛𝐮𝐭𝐢𝐨𝐧 𝐢𝐧 𝐑𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 Life transitions can be difficult and one that is often underestimated is retirement. When the day finally comes, most retirees are unprepared for what happens next. ow.ly/YjWn50Ytys7

𝐓𝐫𝐮𝐦𝐩 𝐀𝐜𝐜𝐨𝐮𝐧𝐭 𝐁𝐚𝐬𝐢𝐜𝐬: 𝐀 𝐍𝐞𝐰 𝐖𝐚𝐲 𝐭𝐨 𝐒𝐭𝐚𝐫𝐭 𝐒𝐚𝐯𝐢𝐧𝐠 𝐟𝐨𝐫 𝐘𝐨𝐮𝐫 𝐆𝐫𝐚𝐧𝐝𝐜𝐡𝐢𝐥𝐝𝐫𝐞𝐧 Learn how Trump accounts work, key rules, and how grandparents can use them to help grandchildren start investing. ow.ly/zup350Yty1b

𝐏𝐫𝐞𝐩𝐚𝐫𝐢𝐧𝐠 𝐟𝐨𝐫 𝐚𝐧 𝐀𝐠𝐢𝐧𝐠 𝐖𝐨𝐫𝐤𝐟𝐨𝐫𝐜𝐞: 𝐖𝐡𝐚𝐭 𝐑𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 𝐏𝐥𝐚𝐧 𝐒𝐩𝐨𝐧𝐬𝐨𝐫𝐬 𝐒𝐡𝐨𝐮𝐥𝐝 𝐊𝐧𝐨𝐰 For many organizations, workers aged 55 and older may be the fastest growing segment of their labor force. For retirement plan sponsors, this trend can present both opportunities and challenges. ow.ly/Zxsm50Ys3Il

𝐖𝐡𝐚𝐭 𝐖𝐞𝐧𝐭 𝐖𝐫𝐨𝐧𝐠 𝐢𝐧 𝐋𝐨𝐫𝐝 𝐏𝐞𝐧𝐰𝐨𝐨𝐝’𝐬 𝐄𝐬𝐭𝐚𝐭𝐞 𝐏𝐥𝐚𝐧? A lesson from Bridgerton Season Four shows how poor estate planning decisions can leave loved ones financially vulnerable, especially in blended families. ow.ly/aJeG50YpVol