Although a nomadic lifestyle may sound like an opportunity to drift along on your own time to whatever destination sounds good in the moment, a successful nomadic lifestyle should include some advance planning.
Savant
Almost 30 years ago, Savant established a set of 30 investment maxims that have stood the test of time and still apply today. They can serve as a helpful guide to create your own financial resolutions.
Savant
When “Debbie” first started her consulting business, she worked alone in the basement of her home, using an old desk that had been her father’s. But it wasn’t long before she had one employee, and then 10 employees. The firm moved from Debbie’s home to an office downtown. Debbie, who was single, traveled frequently to see clients and continued to land new business for the firm while her employees managed payroll and human resources, IT, and marketing.
Savant
“Manuel,” the owner/founder of a small manufacturing company in the Midwest, was pleased at the high returns he was seeing in his portfolio. To Manuel and his wife, Dana, planning for the future was a high priority. They were looking forward to retiring early and had directed their advisor to invest aggressively so they could reach their goal of living comfortably in retirement.
If you own a business, you may be in the midst of your annual planning process – determining your 2022 priorities and budgeting the resources to help you achieve them. But keeping and attracting the best talent to execute next year’s strategy is a looming problem.
Of all the areas in financial planning, we probably have the highest degree of control over our income, expenses, and savings, making it extremely important to create a workable budget.
Savant
In their mid-60s, many people need to make important decisions about Medicare and when to start claiming Social Security. Learn more about how it may affect your situation.
The process of selling a business can be daunting — especially for a small business owner. However, if you work with a financial advisor, you may be able to enlist their help to position your business for a sale and potentially keep more of the proceeds.
Savant
More than 10 million jobs are open in the U.S. right now, yet the unemployment rate is higher than it was pre-pandemic. What does this mean for the economy?
Whether or not you consider yourself to be wealthy, having an estate plan and up-to-date beneficiary designations can help increase your peace of mind – and that of your heirs after your death.
Savant
Several advisors here at Savant are also published authors, one of whom just released a new book! Looking for a great gift idea? Here’s a list of books written or co-written by members of our team, plus recommendations from around the firm.
Savant
In this recorded webinar, our financial advisors discuss several strategic ways to make a difference all year ‘round through charitable gifting. Learn how to create a gifting strategy that not only supports your favorite causes but also helps create tax efficiencies to save you money.
