Savant Wealth Management

Tag: Santa Fe

Media Mention
November 25, 2021
Savant Capital Management

Giving During the Holidays & Year ‘Round

Feeling charitable this holiday season? This week on the Richard Eeds Show, Richard and financial advisor Don Duncan discuss how to deduct charitable contributions from your taxes.

Media Mention
November 22, 2021
Savant Capital Management

Estate Planning 101

This week on the Richard Eeds Show, Richard and Don Duncan discuss the importance of proper estate planning. Don also congratulates Ashley Gorman on passing her certified financial planning designation exam.

Media Mention
October 28, 2021
Savant Capital Management

Investing in Real Estate During Retirement

Financial advisor Don Duncan and radio host Richard Eeds discuss investing in real estate in retirement and the importance of building a diversified stream of cash flow.

Article
October 25, 2021

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.

Media Mention
September 23, 2021
Savant Capital Management

Proposed Tax Changes

Radio host Richard Eed and financial advisor Don Duncan discuss the proposed tax changes under the Building Back Better Plan.

Media Mention
September 9, 2021
Savant Capital Management

The Great Reassessment

Reassessing your work or life plans? You’re not alone. Don Duncan and radio host Richard Eed discuss reassessing your priorities and motivations.

Press Release
August 31, 2021
Savant Capital Management

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.

Media Mention
August 26, 2021
Savant Capital Management

Education Tax Credits & Tax Considerations for Retirement

On the Richard Eeds Show, Don Duncan reviews education tax credits and tax considerations for retirement.

Media Mention
August 11, 2021
Savant Capital Management

New Mexico’s Education Plan

Radio show host Richard Eeds and financial advisor Don Duncan discuss paying for your children’s college education and New Mexico’s education plan.

Media Mention
August 2, 2021
Savant Capital Management

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.

Media Mention
July 29, 2021
Savant Capital Management

Traders, Investors, and Market Sectors

On The Voice of Santa Fe, host Richard Eeds and financial advisor Don Duncan discuss market sectors and the difference between a trader and an investor.

Media Mention
June 4, 2021
Savant Capital Management

Risks and Contingencies

On The Voice of Santa Fe, host Richard Eeds and financial advisor Don Duncan discuss planning for risk and life’s contingencies.