Savant - University Wealth Management

Education Center

Past Articles

University Perspectives
May 2, 2023
no alt text set

Medicare is a federal health insurance program that provides coverage to millions of Americans. Understanding the basics of Medicare is essential for anyone who wants to make informed decisions about their healthcare coverage. Here are six things you need to know.

Web Class
March 23, 2023
Common Estate Planning Mistakes

You may be diligent about saving for retirement, but do you have a plan for your remaining assets when you die? Estate planning is a critical part of the financial planning process. In this video, we’ll show you how to help avoid four mistakes that can negatively impact university employees and their heirs.

University Perspectives
March 8, 2023
Painted chess piece with one side black and one side tan

When we sit down with university professionals, it’s common for them to have several retirement and investment accounts. Perhaps they’ve worked at multiple universities, or their university went through a retirement plan custodian change. This report will help you understand the three potential hidden risks of consolidation and provide you with an alternative way to consider managing your many accounts.

University Perspectives
February 27, 2023
no alt text set

In this report, we explore possible reasons why taxes might increase in the future and some effective tax-planning techniques that you can employ today to capitalize on the presently low rates. The ultimate objective is to help you maintain control over your tax obligations during retirement.

University Perspectives
February 24, 2023
no alt text set

As university professionals approach retirement, they leave behind the sheltered environment of a university setting and enter a world that resembles self-employment. They will have to pay themselves regular salaries, find health and life insurance coverage, and take full responsibility for their financial security for the rest of their lives. This report provides guidance on preparing for this transition.

University Perspectives
January 19, 2023
Office desk with blocks and clock

One of the simplest ways to improve return on your portfolio is to reduce overall taxes on your investments – a decision today that can help lay the foundation for the retirement lifestyle you want tomorrow. Taking the time to review the makeup of your financial assets from a tax standpoint allows you to maximize the unique tools available to you as university faculty.

Web Class
January 5, 2023
Planning for Life's Transitions

Navigating significant life transitions is among the most difficult scenarios people face. From a financial planning perspective, these life events can have an impact on retirement income planning, taxes, investments, and estate planning.

Web Class
December 15, 2022
Value of Advice

Is hiring a financial advisor worth it? In this video, you’ll learn about the different types of advisors and how they work, along with some tips for getting the most value from an advisory relationship.

December 6, 2022
4 Steps to Prepare for Retirement

Will 2023 be the year you retire? If so, it’s time to understand how much you need to maintain your desired lifestyle, how to budget successfully, improve your cash flow, if needed, and be able to handle additional expenses as they arise.  

University Perspectives
November 28, 2022
Hanging sign that read

During the annual open enrollment period, it is important to carefully consider all options and make informed decisions — now is not the time to check the “default” box. This report will serve as an informative guide to help you navigate the open enrollment period and reveal 5 money-saving tips.

Web Class
November 18, 2022
Employee Benefits

During the transition from university employment to retirement, you leave the benefits “umbrella” that university employment provides. Learn how to replace four important benefits you will lose when you retire from the university.