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.
01
Apr
April 01, 2019
Does your financial planner advise you on the tax impact of your financial decisions as well as help you with tax saving strategies? If not, you should consider finding one who does. Here’s why your tax advisor should be your financial advisor.
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22
Mar
March 22, 2019
There are a number of important decisions that most people must make when reaching their 60s. One, of course, is when to begin receiving Social Security benefits. Another has to do with Medicare. These two benefit programs, and their claiming strategies, are inextricably linked.
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13
Mar
March 13, 2019
Crafting a great estate plan can be a fascinating exercise, yet most of us never quite get around to it. Perhaps it’s a bit like a challenging recipe: start with a natural reluctance to contemplate your own demise, sprinkle in some unique family dynamics, season liberally with ever-changing tax laws and fold in that one heir you’re not quite sure about. Is it any wonder we procrastinate?
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14
Feb
February 14, 2019
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.
If you are a working parent, gathering documents and filing your income tax return is probably just one more thing added to an already busy schedule.
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01
Feb
February 01, 2019
As of Jan. 28, 2019, the IRS has started to accept 2018 tax returns. Most taxpayers are watching for their W-2s, 1099s, and other tax related documents to arrive in the mail and are starting to wonder what the new tax law changes will mean when their return is all said and done.
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