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.
21
Feb
February 21, 2020
With the change of the calendar year, individual taxes tend to come into focus as the tax return deadline quickly approaches. While the thought of income taxes and income tax filing can be stressful to most, taking a simplified approach, while being methodical and proactive in filing, and planning for future taxes can reduce this burden. Here are some tax tips for 2020 to help manage potential challenges.
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18
Feb
February 18, 2020
10 Lessons From a CERTIFIED FINANCIAL PLANNER™ Professional Who Did It Himself
I lived most of my life in the Midwest – born and raised in Minnesota, college in Michigan and then 15 years in Chicago. My family was finally ready to get out of the cold, so we embarked on a two-year journey that ended with us settling into our new life in Phoenix.
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06
Feb
February 06, 2020
As of Jan. 27, 2020, the IRS will start to accept 2019 tax returns. Most taxpayers are watching for their W-2s, 1099s, and other tax related documents to arrive in the mail and are curious to see if their tax situation will be better than it was a year ago with the new tax law changes.
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06
Feb
February 06, 2020
Tax season. Those two words can launch a wide range of emotions, largely dependent on whether you will receive a refund or owe money to the IRS and/or your state when your tax return is filed.
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30
Jan
January 30, 2020
Most families are surprised when they see their personal Net Worth Statement documented for the first time. Often, total net worth is larger than they had thought! As we go through life, we tend to collect many possessions which fill our houses, garages, and closets. Similarly, with our financial lives we collect accounts, assets, and debts and never put in the effort to see how the puzzle fits together and how to best build a financial plan.
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