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There you are, in your mid 40’s, working hard and raising your family. Have you had the conversation with your parents yet? Have you received the email from mom and dad telling you that it’s time? When is it time to discuss their finances in preparation for the day when one or both of them […]

Recently I encouraged a female family member, a new college graduate, to take advantage of her employer’s retirement plan at her first “real” job. She responded that her future husband would take care of that. Note that she was single at the time of our conversation! Needless to say, I was quite surprised by her […]

As a parent, you want to protect your child from harm. However, it is not always easy to foresee what the future may hold for them. As the saying goes, sometimes the best defense is a good offense. Estate planning for a future inheritance is no different. A properly drafted trust can help proactively plan against […]

Social Security plays a key role in many Americans’ retirement plans. Understanding the benefits available in different situations is important, especially for women. According to the Social Security Administration, the median earnings for women are approximately 80% of men’s earnings. This means that women will receive less Social Security than men, but generally women will rely […]

With Black Friday, Small Business Saturday, Cyber Monday, and Giving Tuesday just around the corner, the holiday shopping (and giving) season officially begins this week. Make the most of this year’s shopping season by creating a list of those you plan to purchase gifts for, along with a planned spending amount. Having a budget can […]

Did you know that women are more likely to give to charity, tend to give more to charity, and are more likely to volunteer compared to men? Based on survey results published by Fidelity Charitable, women are also more likely than men to seek advice from professionals when making decisions about their charitable giving. Men tend to […]

Why should employers care about having a retirement plan as a part of their benefits package? Two answers and several options.

A recent surge in assets ($29B in 2000 to $3.6T in 2018)1 held in exchange-traded funds (ETFs) has sparked debate about whether mutual funds or ETFs should be used when constructing investment portfolios. Although the product decision (ETF or mutual fund) is important, research has shown that asset allocation is the main driver of portfolio performance […]

Savant’s vision is to help build ideal futures for our clients, our team, and the communities we serve. As a part of that vision, our Women’s Wealth Initiative was created to inspire, inform, and empower women to pursue their best financial futures. Through educational events, networking opportunities, and resources on financial topics specific to women, we hope to […]

Mutual fund capital gains distributions are often misunderstood and can be an unpleasant surprise for investors with taxable accounts. No investor sets out to pay more taxes than necessary when selecting mutual funds. However, capital gains distributions can catch you off guard if you are not familiar with what they are and how they work. […]

You have been thinking about, saving, and planning for your retirement for decades. Retirement can mean freedom from the demands of a job, but will only be true freedom if you are prepared both financially and mentally for the shift. As you reach the final years before retirement – ensure you are ready by following this […]

Brent Brodeksi was quoted in the article, “Why Building a Multibillion Dollar Firm is Not for the Faint of Heart” on Financial-Planning.com. The article discussed some of the challenges that principals face when growing their RIA into an enterprise firm.