Tag: Accumulator
Estate Planning Basics White Paper
Estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. Your particular estate planning needs will depend on your age, health, life stage, goals, the types of assets you own, level of wealth, and many other factors. Learn more in this white paper.
Retirement Savings Basics
One of the keys to building a healthy and sustainable retirement savings plan is to take full advantage of an employer-sponsored retirement account. Here are several factors to consider when reviewing your retirement plan options.
Am I Adequately Insured?
Finding the appropriate mix of insurance policies to protect your financial life can feel like a daunting task. Financial advisor Dave Huber highlights some key points to help you understand the basics of insurance.
What to Do If You Inherit a Home with a Mortgage
Homes can represent so much, including family memories or historical significance. But inheriting a home can be a bittersweet experience for the receiver. On one hand, the asset could provide long-term financial stability. On the other, it could be a source of stress – especially if the home you inherit comes with a mortgage.
Are You and Your Partner on the Same Financial Page? [On-Demand Webinar]
Do you agree on your financial goals, budget, and money habits? Watch Savant’s director of financial planning Anne Mank and financial advisor Wayne Titus discuss strategies for financial harmony in your relationship in this recorded webinar.
Caring for Mom and Dad: Financial Considerations of Sharing Your Home
In some cases, elderly parents may need to move in with their adult children to receive assistance with daily tasks and medical care. While this can be a great way for families to come together and provide support, it likely also involves additional expenses.
Is ESG Investing Right for You?
ESG investing uses independent ratings to help investors understand how well companies adhere to specific ESG criteria. Through an understanding of these data points and engagement with companies held in the portfolio, investors can support corporations applying best practices from an environmental, social, and governance standpoint.
A Financial Education for Kids of Any Age
This week marks Global Money Week, which touts the importance of helping young people develop good financial habits. With that in mind, we’ve compiled a list to help kids of any age explore financial literacy.
5 Keys to Creating a Personal Budget
Of all the areas in financial planning, we probably have the highest degree of control over our income, expenses, and savings, making it extremely important to create a workable budget.
The Benefits of Gratitude … in Financial Statements
One of the best ways to help draw your attention to the long-term positive effects of short-term “boring” moves is to keep a personal net worth statement. This activity really amounts to regularly “counting your financial blessings.”
Why Young Adults Need a Simple Estate Plan
A simple estate plan for your young adult will give you and your child peace of mind, create an efficient mechanism for handling affairs in the event of an accident or period of disability, and help set the tone for personal and family responsibility.
How to Have the “Money Talk” With Your Parents
Money is an emotional topic – that’s why many families aren’t comfortable sharing information with each other about their finances. However, it’s never too early to start talking to your parents about their money situation. That’s because failing to understand their finances could have unpleasant – maybe even dire — consequences down the road.