Savant Wealth Management

Tag: Suddenly Solo

Article
April 11, 2023
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Financial Stability in Widowhood

Although planning for the death of a spouse is unpleasant, the possibility of losing considerable income because your spouse passes away can be just as unpleasant. Proactive planning can help ease some of that strain.

Article
March 9, 2023
financial steps to consider after divorce

Finally Divorced? Don’t Forget These Critically Important Steps

Divorce can be an emotionally challenging process, but the work doesn’t end with the final settlement. It’s essential to take steps to secure your financial future. By taking ownership of your finances, you can empower yourself and look forward to brighter times ahead.

Article
March 7, 2023
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Calling all Women: Prepare to Manage Your Wealth!

Many women are anxious about their financial situation, with statistics showing they worry about immediate and long-term financial security, have lower retirement balances than men, and fear outliving their retirement savings. Despite these concerns, women are predicted to control more than $30 trillion in investable assets by 2030.

Article
February 6, 2023
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What is a Certified Divorce Financial Analyst®?

In a potentially high-stakes situation like divorce, sometimes it helps to work with a professional who has specialized knowledge of the divorce process. A Certified Divorce Financial Analyst®, or CDFA®, is a professional who helps individuals navigate the financial complexities of divorce.

Article
January 26, 2023
Social Security Card

7 Things Surviving Spouses Need to Know About Social Security

Social Security’s rules for collecting benefits are complicated. Benefits for widows are calculated differently than traditional retirement benefits, so you need to be aware of a few key rules and strategies.

Article
January 13, 2023
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Divorce Dilemmas: Who Gets The House?

Life can feel out of control during the divorce process and it’s natural to have an emotional reaction that drives you to keep the marital home. Don’t forget to pause and consider the details before finalizing your divorce settlement.

Article
January 1, 2023
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What You Need to Know Before Gifting Money to Family

The last few years 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.

Article
October 27, 2022
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Grief and Your Money: Avoid These Mistakes

The loss of a loved one can be devastating, and there is no easy way through it. Everyone grieves and heals at their own pace, in their own way. Some will look inward for the strength to make it through, and some will reach out for support.

Article
August 3, 2022
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Recently Divorced? Don’t Forget to Update Your Will

If you are recently divorced but have not yet updated your will and estate plan, now is a great time to revisit those important documents.

Article
April 6, 2022
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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.

Cents of Self
March 17, 2022
Savant Wealth Management Webinar

Unexpectedly Solo [On-Demand Webinar]

Through divorce, widowhood, or later marriages, many will need to manage their finances on their own at some point in their lives. This webinar can help you prepare for the unexpected and help you progress along the road to financial peace of mind.

Article
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.