Tag: Santa Fe
Financial Advisor Ashley Olivas Named Rising Star of the Year at 2025 Wealthies Awards
Financial advisor Ashley R.G. Olivas was honored as a Rising Star of the Year at the 11th annual “Wealthies” awards on Sept. 4, 2025, in New York City.
Financial Planning for a Snowbird Lifestyle in Santa Fe, NM
Thinking about splitting time between states? Discover smart tax, healthcare, and investment strategies from a fiduciary financial advisor in Santa Fe, NM.
Navigating Financial Planning in Santa Fe During a Recession or Market Shift
Feeling uncertain about the economy? Learn how residents in Santa Fe can adjust their financial plans with guidance from a local fiduciary financial advisor.
Who Gets the Education Tax Credit: Parent, Student, or Relative?
Higher education can be an expensive endeavor, so finding ways to return some of that money to your pocket can help you cut costs. One way you might qualify involves education tax credits.
Financial Planning for Santa Fe Retirees: 5 Steps to Generate Income
Discover five smart retirement income strategies for Santa Fe retirees, from tax-savvy withdrawals to Social Security timing, with help from Savant advisors.
What is Your Financial Backup Plan, and Have You Conducted an Estate Audit?
A financial plan is designed to help reduce future uncertainty. It provides a logical framework to navigate life’s inevitable financial challenges, such as recessions, inflation, unemployment, health issues, and cash flow needs.
Savant Wealth Management Advisor Named Five Star Wealth Manager
Donald Duncan, a financial advisor, managing director, and member owner, has been recognized as a 2024 Five Star Wealth Manager by Five Star Professional for the 11th time. Duncan, who joined Savant in 2018, serves the firm’s Chicago and Santa Fe offices.
Comprehensive and Integrated Planning for Your Financial Future
Financial advisor Don Duncan discusses Savant’s integrated approach and how the 10 key planning areas work together to help clients work toward achieving their financial goals.
Estate Planning Considerations in New Mexico
Whether you live in New Mexico or are considering a move, there are several different estate planning considerations in the 47th state. While some are not unique to New Mexico, there are a few interesting differences that are worth considering.
Savant Advisor Awarded Five Star Wealth Manager Recognition for 10th Straight Year
Financial advisor Donald Duncan has been recognized as a 2021 Five Star Wealth Manager in Chicago by Five Star Professional.
5 Tips to Make Your Money Last a Lifetime
Financial advisor Don Duncan was quoted in AARP about adding a few years to your life expectancy to account for longevity risk.
What Is Your Household’s Financial Backup Plan?
Just like a successful business, every well-run household needs a financial backup plan. Financial advisor Don Duncan talks about the three ways you can develop a backup plan for your family’s Chief Financial Officer (CFO).