02 Apr
April 02, 2019

Gen Xers range from 35 to 49 years old, sandwiched between the Boomers and Millennials, who factor in to create the Gen X Jam.

As a Gen Xer myself — one who works in the financial services industry to boot — I feel the pressure of what I call the “Gen X Jam.” How will I support my retirement years and help my aging parents? What about my kids’ college education?

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21 Dec
December 21, 2018

If you have a son or daughter who is a high school junior or senior, chances are you have been guiding them through quite a bit of paperwork lately. From college applications and scholarship essays to requests for transcripts and recommendation letters, it seems that there is a never-ending stream of forms to be completed in the college application process.

In the midst of all this paperwork, don’t forget to file one very important form, the FAFSA. The FAFSA stands for

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09 Jul
July 09, 2018

This blog is brought to you by Savant’s Women’s Wealth Initiative

Becoming a first-time parent is both exhilarating and exhausting. For new mothers especially, it can be frightening. Caring for a newborn adds so many new things to worry about. As a new mom myself, I’ve experienced this firsthand. From the moment we brought our son home, I worried about whether he was eating enough, sleeping enough, and, dare I say it, pooping enough.

In addition to new worries, I often

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21 Feb
February 21, 2018

Home ownership has changed from the way it used to work for prior generations. Fifty years ago, many people bought a home and stayed in it for 30 years or longer. Far fewer take that approach today. As a result, many past “rules of thumb” need to be reevaluated. The answer to “How should I finance my home purchase?” is, as with so many financial planning questions, “It depends.”

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