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.
20
May
May 20, 2019
Do you have a loved one who is disabled or who has special needs? Many times individuals with special needs rely on public benefits such as Supplemental Security Income (SSI), Medicaid, and other programs to help with living expenses. In order to retain eligibility for such benefits, the individual’s cash and investment assets may not exceed $2,000. This restriction often makes it difficult for special needs individuals to achieve a greater quality of life and financial independence.
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20
May
May 20, 2019
“What did the doctor say?” A diagnosis of a serious illness can be life changing. The need to understand treatment options and to receive medical care is often overwhelming. A new diagnosis can impact not only your day-to-day routine, but also the people who are close to you.
Finances can also be impacted. In fact, one of the areas that a hospital support group asks patients to describe is their level of ‘financial stress.’
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14
May
May 14, 2019
We made it through an exciting year of tax reform, and hopefully you did too! The changes to the tax code created many challenges – and opportunities.
This article aims to summarize what we saw after preparing several thousand tax returns, as well as offer opportunities that you may be able to utilize next year.
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14
May
May 14, 2019
At one time or another, we all have likely heard someone longing for the “good old days.” It is quite common to look back nostalgically at simpler times when we had less stress and fewer responsibilities.
While there are certainly advantages to growing up and getting older, we can glean some financial wisdom from the things we learned as kindergarteners.
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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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