Savant Wealth Management

Tag: Cents of Self

May 2, 2022

Savings and the Single Mom: Strategies to Help Preserve Wealth

While everyone’s personal financial situation is different, it is possible for single mothers to overcome the additional obstacles they face and build generational wealth. We present five strategies that can help single mothers pursue financial independence.

April 6, 2022

Single, Successful, and Satisfied: Financial Planning for One

Living your best life as a single person does require some special considerations when it comes to finances. Without a partner to rely on, it’s important to have your assets and your safety net to mitigate risk and give yourself peace of mind.

March 29, 2022

What to Do Before Saying “I Do” Again

A second (or third) marriage isn’t just a new chance at love – it’s an excellent opportunity to review and refresh your financial situation. Having open conversations about your financial status upfront can clarify expectations and reduce any outstanding questions in the future.

February 9, 2022

You and Your Valentine: Financially Compatible?

Chances are many couples will celebrate Valentine’s Day this weekend. What will your Valentine’s Day look like? Maybe you’ll take off on a weekend getaway or opt for a fancy dinner out. But what if you and your partner have different ideas about money and how to spend it?

November 17, 2021
Gifting Money to Family

What You Need to Know Before Gifting Money to Family

The last two years of COVID have been tough on many families, and parents and retirees may feel compelled to help family members who have recently suffered economic consequences. Keep these considerations in mind before writing a check.

October 19, 2021

Is the Private College 529 Plan Right for Your Family?

The Private College 529 Plan, which is a pre-paid tuition plan, can help families who have their hearts set on sending their student to a private university.

October 13, 2021

Losing Your Better Half: Managing Grief and Financial Decision-Making

Following the death of a spouse, some of us may feel pressure to make big decisions – including financial decisions – quickly. Ironically, this may be one of the worst times to think about money-related issues. If you or someone you know is grieving, here are some thoughts to guide you during this difficult time.

August 10, 2021
Considering Divorce

Considering Divorce? How a Financial Advisor Can Help

Overall, the rate of divorces in America is falling, but it’s increasing among couples age 50 and over. The divorce process has many moving parts, and you’ll want to consider working with a team of professionals.

Cents of Self
June 22, 2021

An Estate Plan for Every Stage of a Woman’s Life

Financial advisor Janet Petran provides a helpful overview of how a well-executed estate plan can support women as they transition through different life stages.

Cents of Self
June 11, 2021

Suddenly Single [On-Demand Webinar]

Through a combination of divorce and widowhood, almost 90% of women end up managing their finances alone at some point in their lives. This hour-long educational webinar will provide several tips to help you face the future with confidence.

June 9, 2021

The Latest Trends in College Admissions

College admissions trends are changing. Financial advisor Janet Petran provides an overview of some of the latest trends regarding test scores, essays, reference letters, and more in her recent blog.

June 4, 2021

Why Is Having an Estate Plan Important?

Financial advisor Maureen Wright looks at the two main purposes of a well-executed estate plan — protection and direction. This blog is the second installment of a three-part Cents of Self series about estate planning for women.