Chase A. Hutter
CFP®
Savant
In this special video edition of The Real Return, recorded at Savant’s annual advisor conference, hosts Zach Ivey and Rob Morrison talk with Michelle Smith, CDFA®, managing partner and financial advisor. Smith is the creator of Savant’s Wife2CFO™ course, designed to give high-net-worth women navigating a divorce a place to learn about, organize, and think through their finances.
Watch the video “Where AI Falls Short for Wealthy Investors” to learn expert strategies on financial planning. Get practical tips from Savant Wealth Management.
Watch the video “Decisions That Can Cost You in a High-Net-Worth Divorce” to learn expert strategies on divorce. Get practical tips from Savant Wealth Management.
The Medigap birthday rule lets eligible retirees in some states switch Medicare Supplement plans each year without medical underwriting. See which states qualify.
Savant
Learn key considerations for gifts to minors, including Trump Accounts, 529 plans, UTMA accounts, and taxable accounts, and how each option differs.
Watch the video “Is It Time to Move?” to learn expert strategies on retirement planning. Get practical tips from Savant Wealth Management.
The third quarter brought new market highs, rising rates, and shifting leadership, highlighting the value of diversification and discipline.
Stock market corrections happen. Learn how historical data and retirement planning can put volatility in perspective.
Savant
Wondering if you’re ready to retire? Learn what to expect financially, emotionally, and socially with these tips designed to help create a smooth transition.
Weighing a tender offer at a private company? Learn how concentration, liquidity needs, and your company’s outlook can shape whether to sell now or wait for an IPO.
Donating appreciated company stock to a donor-advised fund before year-end can help you avoid realizing capital gains on the donated shares and trim a concentrated position in one move.
Watch the video “Medicare Planning for High-Net-Worth Retirees” to learn expert strategies on healthcare planning. Get practical tips from Savant Wealth Management.
