Women often have unique planning needs and financial challenges. They tend to live longer, save less, invest more conservatively, and take breaks from the workplace to care for others. More and more, women are key managers in household finances and are influential leaders in business and their community. It’s now more important than ever for women to take charge of their personal finances.
The mission of Savant’s Women's Wealth Initiative is to inspire, inform, and empower you to pursue your best financial future. Through educational and inspiring events, networking opportunities, and resources on financial planning topics specific to women, we hope you will feel confident in “taking ownership” of your personal finances and, perhaps, even consider a career in finance!
We invite you to join our community of women in pursuit of their best financial futures.
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Are you a working parent? Review your past tax returns, plan for future filings, and see if your family is eligible for these three tax credits.
It's not just money we leave to our heirs. Do you have a plan for who will receive your family heirlooms and collectibles after you pass?
Whether or not you have made New Year’s resolutions in the past, consider making at least one this year: Resolve to create a budget and stick to it.
Offering a retirement plan can be an efficient way to realize tax savings, help attract and retain employees, and start your own nest egg.
Women tend to live longer and rely on Social Security benefits more than men. Do you understand how work credits and the benefit system work?
Many Gen-Xers are struggling with the weight of upcoming retirement, putting kids through college, and caring for aging parents. What can you do?
Do you have a side hustle? There may be an opportunity for you to establish your own Solo 401(k) plan, defer taxable income, and save for retirement.
“What did the doctor say?” Identify and manage potential sources of financial stress that can arise from a serious illness.
Savant's Women's Wealth Initiative reflects our vision to help build ideal futures for our clients, our team and the communities we serve by:
A committee was formed to help shape the initiative and guide its direction to ensure that Savant empowers, informs, and inspires women about finances.