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With the right plan in place, the next phase of your life can be successful and fulfilling. What does the next chapter hold for you?
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401(k)
If you have a 401(k) and are changing jobs, you may be wondering what to do with the money you’ve invested.
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Savant Views & News
November 23, 2021
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.
November 23, 2021
As we sit down to Thanksgiving dinner this week, you may have heard about several reports that expect this year’s feast to be the most expensive in the history of the holiday. If you're not sure what to think about inflation and its potential impact on your life, you're not alone.
November 23, 2021
In addition to benefiting charities, donations can also be helpful to the giver, if you know the rules about taxation. Here are some answers to frequently asked questions about charitable gifting.
November 17, 2021
These days, it seems our entire workforce is reckoning with a desire to experience life on their terms. Whether you are 45 or 65, you may be thinking about your life differently now, and considering some new options for how to spend your time in the future.
November 17, 2021
One of the best ways to help draw your attention to the long-term positive effects of short-term “boring” moves is to keep a personal net worth statement. This activity really amounts to regularly “counting your financial blessings.”
November 17, 2021
The last two years of COVID have been tough on many families, and parents and retirees may feel compelled to help family members who have recently suffered economic consequences. Keep these considerations in mind before writing a check.
