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Tag: Accumulator

January 7, 2021
Adequate Insurance Coverage: Am I adequately insured?

Am I Adequately Insured?

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.

January 5, 2021
Retirement Savings 101 and Guidelines

Retirement Savings Basics

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.

December 22, 2020
Gen X Financial House in Order and Goals

Getting Your Financial House in Order

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.

December 17, 2020
adding money management to your New Year’s resolution list.

Is Money Management Part of Your Self-Care Regimen?

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.

December 1, 2020

Benefits of Rolling Over Your 401(K) to an IRA

Whether you’re changing jobs or retiring, there are important questions about what action to take with your 401(k), 403(b), and other employer sponsored retirement plans. Financial advisor Kevin Kingston walks through several considerations in his blog post.

November 23, 2020

Financial Planning for First-Time Parents

While new parents initially plan for their child’s immediate needs, planning for the future is just as important. From setting up a college savings plan to naming a guardian in your will, here are a few things new parents should consider.

November 18, 2020
the case for cash

The Case for Cash

We’ve all heard the saying “cash is king,” but what does that mean in a low interest rate environment? Financial advisor Chris Ruedi looks at how cash can be used in a portfolio and examines how much is enough to have on hand.

Savant Views & News
October 22, 2020
Get Your Financial House in Order

Estate Planning in the New Normal | On-Demand Video

Hear the latest guidance and tips from professionals who navigate estate planning challenges with families every day.

September 2, 2020
3 Minutes to Assess Your Overall Financial Health

3 Minutes to Assess Your Overall Financial Health

This assessment helps to highlight potential financial strategies, identify needless risk, and capitalize on available opportunities to closely align your actions with your ideal future.

April 8, 2020

Focus on Your Health, Wellness, and Family – but Don’t Forget Your Estate Plan

With many of us working from home due to the COVID-19 virus, now may be the perfect time to get your financial affairs in order. Dominick Parillo shares a few […]

Cents of Self
February 6, 2020
Working Mom

Tax Planning for Working Families

If you are a working parent, gathering documents and filing your income tax return is probably just one more thing added to an already busy schedule. However, taking time to make a plan and expand your tax knowledge will often result in paying less tax this year and in future years.

September 30, 2019
Generation X Sign

Gen Xers: The Forgotten Generation. . . Until Now

As a financial advisor, it’s easy for me to focus on helping people who I perceive to need it the most. These individuals tend to be close to retirement (1-3 […]