5 Market Mantras to Help You Stay Calm in Uncertain Times
If the headlines are scaring you a little bit this week, chanting these financial mantras may help you relieve a little stress and help keep you focused during episodes of market volatility.
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MarketWise: April 2022
Inflation remains the biggest concern hanging over markets with headline inflation at its highest rate in 40 years. On the economic front, the economy remains vibrant with low unemployment, record open jobs, and rising wages.
Is ESG Investing Right for You?
ESG investing uses independent ratings to help investors understand how well companies adhere to specific ESG criteria. Through an understanding of these data points and engagement with companies held in the portfolio, investors can support corporations applying best practices from an environmental, social, and governance standpoint.
Providing Benefits that Benefit the Business and the Employee
Bolstering employee benefits with a retirement plan can help small- and medium-size business owners build their bottom line and their talent pool.
Recreating Your Paycheck in Retirement [On-Demand Webinar]
After years of focusing on saving as much as possible, in retirement you’ll need to switch gears and start recreating a paycheck with your savings.
Tips to Manage Inflation If You’re Newly Retired
With inflation rates on the rise, it may be difficult to think about leaving the workforce. If you’re considering putting off your retirement until the economy recovers, you’re not alone. But there are steps you can take now to help ease inflation’s impact on your savings.
Michael J. Filbrandt
Mike has been involved in the financial services industry since 1970 and is part of Savant’s University Wealth Management team. He founded Filbrandt & Company in 1980 and led its transformation into Filbrandt Investment Advisers in 2008, to Filbrandt Wealth Management in 2018, and its joining with Savant in 2021. Mike earned a bachelor of […]
Avoiding a Big Tax Surprise [On-Demand Webinar]
This educational webinar can help you develop a game plan for how to incorporate tax planning effectively throughout the course of the year.
Single, Successful, and Satisfied: Financial Planning for One
Living your best life as a single person does require some special considerations when it comes to finances. Without a partner to rely on, it’s important to have your assets and your safety net to mitigate risk and give yourself peace of mind.
5 Ways to Prepare for Retirement
Preparing for retirement requires more than just saving – it also involves having a vision and a plan. In this blog, we’ll explore five strategies to help you get ready.
Seeing Opportunity in the Great Resignation
With job openings at record highs and employees re-evaluating the value of their output, business owners need to understand the nuances of what is driving employees to new positions.
Tax Filings after Death
There are several moving parts to consider when handling a loved one’s estate. A final individual return and an estate or trust return (or both) are often required. Common tax returns required after death are conveniently summarized in this blog post.