Savant
Savant
There are several moving parts to consider when handling a loved one’s estate. Wealth transfer specialist Mary Beth Brummond provides a helpful overview of some of the tax filings that may be required.
With the proliferation of technology, many retirees are increasingly targeted in financial scams. Building awareness of the common risks can help protect them from playing into the hands of cyber criminals.
Finding the appropriate mix of insurance policies to protect your financial life can feel like a daunting task. Financial advisor Dave Huber highlights some key points to help you understand the basics of insurance.
Savant
In January’s edition of MarketWise, find out which sub-asset class led the way in the fourth quarter and which year, if any in history, was volatile as 2020 for U.S. stocks!
Do you have questions about making the most of your employer-sponsored retirement savings plan? Financial advisor Will Gunlicks explains several important decisions you’ll need to make when you set up your account.
Financial advisor Don Duncan discusses Savant’s integrated approach and how the 10 key planning areas work together to help clients work toward achieving their financial goals.
President Trump just signed the Pandemic-Aid Bill, which includes stimulus payments, unemployment benefits, and small business aid. If you’re wondering how this may apply to you, this post provides a concise, high-level summary.
Balancing the needs of your loved ones can be a rewarding but challenging task. Have you had a chance to look at your own financial situation and progress toward your goals? If not, this may be a good time to get your financial house in order. Financial advisor Chris Ruedi provides a few simple steps to start the process.
Self-care has been a popular topic in 2020. Have you thought about adding money management to your weekly regimen? With 2021 on the horizon, consider adding it to your New Year’s resolution list.
It’s the season of giving and there is still time to take advantage of possible tax breaks in 2020. Financial advisor Justin Smith discusses several charitable giving options in his blog post.
If you’re enrolled in Medicare, you may have received an unwelcome Social Security notice. Financial advisor Sobhi Baghdadi answers common questions and provides more perspective.
Savant
Markets surged in November with value and small stocks leading the charge. But what does that mean for the months to come? Take a look at the data behind that and more in December’s edition of MarketWise!
