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Savant Wealth Management
США
Добавлен 28 мар 2013
Savant Wealth Management is an independent, fee-only wealth management firm providing comprehensive financial advice to individuals, families, and businesses.
Subscribe to watch educational videos, webinars, and more.
Subscribe to watch educational videos, webinars, and more.
Investing During Uncertain Times: 5 Best Practices
Navigating today’s complex financial landscape can be challenging and overwhelming. Inflation, political uncertainty, and market volatility can make even the most confident investor feel uneasy about the future. However, making decisions based on fear or impulsive reactions can result in costly investment mistakes. Join us for an insightful webinar where we'll discuss strategies to help you invest wisely in the face of economic uncertainty.
Discover how to:
• Stick to the fundamentals
• Leverage historical data to make informed decisions
• Prioritize holistic wellbeing
• Reassess your investment priorities to adapt to market changes
• Capitalize on opportunities while managing risk
While all are...
Discover how to:
• Stick to the fundamentals
• Leverage historical data to make informed decisions
• Prioritize holistic wellbeing
• Reassess your investment priorities to adapt to market changes
• Capitalize on opportunities while managing risk
While all are...
Просмотров: 63
Видео
Birthdays to Remember for a Successful Retirement
Просмотров 15019 часов назад
Planning for retirement involves more than just saving money; key birthdays play a crucial role in your retirement strategy. In our upcoming webinar, "Birthdays You Need to Remember for a Successful Retirement," financial advisor and managing director Jack Phelps will reveal potential pitfalls and opportunities on these critical birthdays. Join us to help make informed financial and healthcare ...
Avoiding Medicare Mistakes in Retirement
Просмотров 19621 день назад
High-net-worth individuals approaching retirement often have questions about how to integrate Medicare into their overall retirement plan. If this describes you, join us for an exclusive webinar designed to help you navigate the complexities of Medicare and avoid potential mistakes. During this educational webinar, Margo Steinlage Kreider, president of Steinlage Insurance, and Joel Cundick, Sav...
Estate Planning 101
Просмотров 17828 дней назад
Your goal is simple: Transfer your wealth to your loved ones without causing headaches. You’ve likely heard that everyone needs an estate plan, but if you don’t have one, where do you begin? Proper estate planning is designed to safeguard your hard-earned assets and help provide you and your heirs with increased peace of mind. Ready to learn the basics? Join Wealth Transfer Advisor Alaina Daval...
How Can I Save Money on Taxes as an Executive? | Ask a Savant Financial Advisor
Просмотров 53Месяц назад
Free Financial Guides: www.savantwealth.com/guides Are you tired of getting surprised with a large tax bill every year because of your stock-based compensation? You're not alone. Busy executives like you juggle a million things, and tax planning often gets pushed to the back burner. But here's the deal: with a few smart moves, you can keep more of your hard-earned cash. Forget spending hours de...
Taking Stock in Elections: Unveiling the Market's Political Dance
Просмотров 244Месяц назад
Politics and elections are once again dominating the news cycle, raising questions f about the market implications of possible outcomes in the presidential and congressional races. Will the ongoing market rally slow down, or gain more steam based on the results in November? Which sectors might benefit, and which might suffer? And ultimately, should investors change their investment portfolios b...
How to Serve as an Executor
Просмотров 245Месяц назад
Assuming the role of an executor for a loved one's estate involves navigating various responsibilities that may seem daunting, ranging from legal obligations to overseeing asset management and estate distribution. If you expect to serve in this capacity, it is crucial for you to familiarize yourself with the duties of an executor or trustee and understand the administration process. Join Alaina...
Planning for a Lasting Retirement
Просмотров 134Месяц назад
Planning for a lasting retirement requires careful consideration because there’s no turning back. You only retire once, so it is important to get it right! Many big decisions need to be made before you retire, so it may be tempting to skip the planning, especially if you don’t know where to start. Take the first step and join financial advisor Chris Ruedi and financial planner Joe Marmorato as ...
How to Settle Your Parents' Estate: A Step by Step Guide
Просмотров 3682 месяца назад
Losing a parent can be one of life's most challenging experiences, especially with the overwhelming legal, tax, and administrative responsibilities that follow. This informative webinar aims to provide practical steps and support to help you effectively manage these responsibilities. Join Savant’s senior director of wealth transfer, Mike Cyrs, and wealth transfer advisor, Alaina Davalos, as the...
How Do I Have "The Talk" With My Aging Parents? | Ask a Savant Financial Advisor
Просмотров 1212 месяца назад
Free Financial Guides: www.savantwealth.com/guides Are you worried about your aging parents? Maybe they're facing health challenges, or you've heard horror stories from friends about their parents' struggles. You may feel the need to talk with your parents about their plans and desires for the future, but where do you start? As a Certified Financial Planner and Certified Senior Advisor, I know ...
Strategies for Confident and Impactful Spending in Retirement
Просмотров 2452 месяца назад
Saving for a successful retirement involves developing an ability to delay gratification: putting off spending now to create wealth that will allow for spending in the future. Sometimes, that skill can “overdevelop” over the years, to the point that retirement brings with it a sense of reluctance or even guilt to spend money. So, all that saving to create an aspired-for life can end up in a “fa...
Tax Changes Looming: Plan Ahead for the TCJA Sunset
Просмотров 2383 месяца назад
Tax Changes Looming: Plan Ahead for the TCJA Sunset
August 6, 2024 | Recent Market Volatility: What You Need to Know
Просмотров 983 месяца назад
August 6, 2024 | Recent Market Volatility: What You Need to Know
When Should I Exercise My Company Stock Options? | Ask a Savant Financial Advisor
Просмотров 2733 месяца назад
When Should I Exercise My Company Stock Options? | Ask a Savant Financial Advisor
Working on Your Own Terms: A Guide to Semi-Retirement
Просмотров 2673 месяца назад
Working on Your Own Terms: A Guide to Semi-Retirement
A Strategic Approach to Social Security
Просмотров 1883 месяца назад
A Strategic Approach to Social Security
5 Retirement Strategies You Need to Know
Просмотров 4314 месяца назад
5 Retirement Strategies You Need to Know
Do I Need to Pay Taxes on My Social Security Payments? | Ask a Savant Financial Advisor
Просмотров 945 месяцев назад
Do I Need to Pay Taxes on My Social Security Payments? | Ask a Savant Financial Advisor
Ready to Build Your Ideal Future? 5 Reasons Savant Should Be Your First Call
Просмотров 8865 месяцев назад
Ready to Build Your Ideal Future? 5 Reasons Savant Should Be Your First Call
What Are My Social Security Benefits as a Widow/Widower? | Ask a Savant Financial Advisor
Просмотров 1025 месяцев назад
What Are My Social Security Benefits as a Widow/Widower? | Ask a Savant Financial Advisor
Top Mistakes to Avoid in 2024 When Retiring from a University
Просмотров 2076 месяцев назад
Top Mistakes to Avoid in 2024 When Retiring from a University
Gearing Up for a Successful Retirement | On-Demand Webinar
Просмотров 2567 месяцев назад
Gearing Up for a Successful Retirement | On-Demand Webinar
Replacing Your Paycheck in Retirement | On-Demand Webinar
Просмотров 4397 месяцев назад
Replacing Your Paycheck in Retirement | On-Demand Webinar
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