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.

25 Jun
June 25, 2018

At least once a year I like to reflect on my own personal financial planning. I think about what I did well and where I can improve financially. I prefer to evaluate my financial planning at the beginning of the year because I feel more comfortable implementing any needed changes and starting the year off on a strong financial note, but there is never a better time than right now to review your own plan.

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04 Jun
June 04, 2018

If you are a business owner who receives “pass-through” income, the Tax Cuts and Jobs Act included a major provision that you need to be aware of and start planning for. The largest take away from the new legislation might be the reduction of the corporate tax rate from 35% to 21%. However, this does not help you if your business is set up as a Sole Proprietor, S-Corp, Partnership, or certain LLCs. So, in an effort to ensure some

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07 May
May 07, 2018

With the new tax reform, now is a good time to re-evaluate your current and future tax strategies. With the ultimate goal of increasing after-tax return, the focus here will be less on items like standard deductions, personal exemptions or child tax credits and more on investment tax tools

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03 May
May 03, 2018

If you are one of the lucky ones, growing up, Mom always looked out for you, offered you advice, and was there for you in good times and in bad. This Mother’s Day, it’s time to look out for your mom or another mom you love by offering financial education that can help her, both now and into her future. You may have picked up your current beliefs about money from someone in your family growing up.

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