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Tag: Santa Fe

Media Mention
February 16, 2021
Savant Capital Management

The Voice of Santa Fe – Organize Your Financial Situation

Don Duncan spoke with Richard Eeds on the “Voice of Santa Fe” about the steps you can take to help organize your financial situation.

Article
February 8, 2021
are you eligible for the education tax credit

Who Gets the Education Tax Credit: Parent, Student, or Relative?

Although the IRS rules around who is eligible to claim the education tax credit can be confusing, the answer is straightforward when you follow these two rules.

Media Mention
January 28, 2021
Savant Capital Management

The Voice of Santa Fe – Managing Your Money

Richard Eeds interviewed Don Duncan on the “Voice of Santa Fe” to discuss retirement plans, economic forecasts and the Chicago Bears.

Media Mention
January 14, 2021
Savant Capital Management

The Voice of Santa Fe – New Year’s Financial Resolutions

Don Duncan spoke with Richard Eeds on the “Voice of Santa Fe” to discuss New Year’s financial resolutions and the economy in 2021.

Article
January 4, 2021
am i over-insured? balancing act

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.

Media Mention
September 21, 2020
Savant Capital Management

The Voice of Santa Fe – Your Financial Goals

Financial advisor Don Duncan met with Richard Eeds on the “Voice of Santa Fe” to discuss how Savant Wealth Management examines your financial goals and can provide the tools and techniques to help you achieve them.

Article
July 2, 2019
Life Insurance Contract

Do You Own Life Insurance Policies and Annuities That You No Longer Need?

As your individual and family circumstances change, you may find that you own an annuity or cash value life insurance policy that no longer suits your needs. Financial advisor Don Duncan reviews a few ways you can repurpose such assets to play a more efficient role in your financial plan.