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.

27 Dec
December 27, 2018

Certain events in your life are happy and planned – graduations, getting that job, and having a child. Other significant events may be sudden and unexpected – disability, divorce, and premature death. We call these “life’s critical events.” They happen to each of us, albeit not at the same time or in the same magnitude, but the associated financial consequences can be considerable.

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05 Dec
December 05, 2018

Which is a better way to save for retirement—in a traditional or Roth retirement account? At a glance, it may be difficult to know which savings option makes the most sense. Choosing the best account for your stage in life and tax bracket can impact your future account balances at retirement.

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04 Dec
December 04, 2018

There you are, in your mid 40’s, working hard and raising your family. Have you had the conversation with your parents yet? Have you received the email from mom and dad telling you that it’s time? When is it time to discuss their finances in preparation for the day when one or both of them are no longer around or able to manage their affairs?

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