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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.

26 Sep

Do You Feel Confident in Your Philanthropic Decisions?

September 26, 2018

Nick DeJong, MAS, CPA, CFP® /

Charitable Giving, Women

Did you know that women are more likely to give to charity, tend to give more to charity, and are more likely to volunteer compared to men?

Based on survey results published by Fidelity Charitable, women are also more likely than men to seek advice from professionals when making decisions about their charitable giving.

charitable giving, charitable planning, intent, philanthropy, women, Women’s Wealth Initiative

29 Aug

Will Aretha Franklin’s Wishes be R-E-S-P-E-C-T-ed?

August 29, 2018

Dominick Parillo, CFP® /

Estate Planning, Tax

On August 16, 2018, we lost a national treasure. Aretha Franklin, a.k.a. the “Queen of Soul,” passed away in Detroit at the age of 76 from advanced pancreatic cancer.¹ What is not too surprising is that Franklin will join the long list of celebrities who died without a will, including, most recently, Prince.

estate planning, intestate, trusts

16 Aug

“Shall” vs. “May” in Estate Planning — One Word Can Make All the Difference

August 16, 2018

Cal Brown, CFP®, MST /

Estate Planning

If your revocable living trust (or a testamentary trust within your will) was drafted prior to 2011, you should look for that important word, “shall.”

bypass trust, estate planning, portability, Revocable living trust, testamentary trust

27 Jul

Use the 6 F’s to Keep Your Priorities in Order

July 27, 2018

admin /

Retirement

It was the first year of my marriage in 1991 and I was driving home from work listening to a call-in program. The host asked listeners to give the best advice they had ever received to help them stay motivated. It could be for anything: setting goals, maintaining a healthy diet, exercising, having positive relationships, handling money, etc.

One of the callers offered that he followed the 6 F’s — Faith, Family, Friends, Fun, Fitness, and Finances.

faith, family, finances, fitness, friends, fun, life goals, priorities

19 Jul

11 Strategies to Help Plan for Two of Life’s Guaranteed Moments

July 19, 2018

Mary Beth Brummond, MA, CFP® /

Estate Planning, Tax

As the old saying goes, “there are only two things certain in life – death and taxes.” Because everyone has to face these realities sooner or later, taking time to implement certain tax planning strategies and create or review your estate plan, can save you money and provide peace of mind, both now and in the future.

First, let’s talk taxes.

While we all have to pay our dues to Uncle Sam each year, there are several planning strategies that can help

death, end of life planning, ira, Roth 401k, tax planning