Savant Blog

Savant offers perspective on a variety of topics. Entries range from current events to timeless insights in the world of finance and investments.

11 Dec
December 11, 2019

Taxes are complicated and so is retirement. When you combine the two, it can get a bit overwhelming. The silver lining is that people who are retired, or are on their way to being retired, have some incredible opportunities to implement tax savings strategies that could benefit them for the rest of their lives. Here are five Tax-Smart Retirement strategies to consider.

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26 Nov
November 26, 2019

In 1954, renowned management consultant Peter Drucker wrote a book called The Practice of Management, in which he introduced a process known as management by objectives (MBO). MBO was a simple yet groundbreaking way for business managers to define and convey specific objectives to the organization’s team members, as well as to prioritize these objectives and achieve them on time.

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07 Nov
November 07, 2019

Did you know there are 47.5 million people around the world living with dementia? Of those, 5.8 million Americans are living with Alzheimer’s dementia. Alzheimer disease is the most common form of dementia. Although dementia mainly affects older people, it is not a normal part of aging. Over 16 million people in the U.S. care for someone with Alzheimer’s or dementia. While the caregiving journey can be rewarding, it is no secret that it can also be overwhelmingly challenging.

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11 Oct
October 11, 2019

Do You Have Too Much Coverage?

An important part of my job as a financial planner is to identify and mitigate financial risks through insurance. For example, the sudden death of a family member could derail your family’s goals, making it a serious risk to your family’s financial well-being. This risk can be reduced through life insurance.

Although it’s important to have insurance to protect against these risks, there is a cost (not just in dollars) to being over-insured. Here are a

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