Scooter Thomas
CFP®, ChSNC®, ChFC®
Savant
Retirement can be a wonderful time to pursue your passions and enjoy life. However, it can also be a time when you feel lonely and disconnected from the world around you. Here are some steps you can take to stay engaged.
When markets fall, spending fears can rise. Learn why a solid withdrawal plan can help retirees stay on track during market downturns.
Many married women sign joint tax returns without reviewing them. Learn why your signature carries legal responsibility and why understanding matters.
Losing a loved one is overwhelming, and managing their estate adds complexity. Executors, trustees, or personal representatives must handle final expenses, legal filings, and tax requirements. Understanding necessary tax returns, including individual, estate, and trust filings, helps ensure compliance during this challenging time.
Proper estate planning is designed to safeguard your hard-earned assets and help provide you and your heirs with increased peace of mind. Ready to learn the basics?
Common RSU questions from Reddit explained, including when to sell, how RSUs are taxed, budgeting considerations, withholding issues, and private company RSUs.
Investing in many categories of alternative investments, such as private equity, venture capital, and hedge funds, requires buying private securities that are not registered with the SEC and are not traded in public markets.
The best way to pay RSU taxes is a common question we hear, and the answer might not be what you expect. Read on to learn more.
Savant
Financial scams targeting adults over 50 are growing more sophisticated. Learn how they work and what steps can help protect your savings.
Why we believe diversification, discipline, and so-called boring investments often matter most for retirees focused on income and long-term stability.
Understand RSU taxation basics, common pitfalls, and key steps to avoid double taxation on vested shares.
Thinking about leaving your tech job? Before you make the leap, learn the two critical financial factors that can impact your wealth and future goals.
