- Archive, Musings, Retirement Planning
We built ReFrame Wealth as a place where the relationship between the client and the advisor would feel different. When Mitch, Melanie and I …
- Jessie Doll, CFP®
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- Archive, Musings
I would like to believe our clients love to work with us solely because of our sparkling personalities and brilliant financial planning insights. Some …
- Mitch Falter, AIF®, CFP®
- Family Finance
By: Cozy Wittman Journal of Financial Planning: January 2021 Cozy Wittman is the education and partnerships manager for College Inside Track, an organization that helps …
- Savant Wealth Management
- Retirement Planning
At the beginning of every year, it’s popular to make New Year’s resolutions. We create goals and hang vision boards. We might even concentrate …
- Savant Wealth Management
- Investing
Key Points: Time provides perspective for long-term investors. History tells us new highs are normal, and stocks tend to move higher over the long …
- Savant Wealth Management
- Retirement Planning
Making financial preparations for retirement can seem overwhelming, especially with the overwhelming amount of information available to help you with this task. It can …
- Savant Wealth Management
- Investing
The executor of an estate is the person tasked with tying up a deceased person’s affairs. Often, the duty falls to a spouse or …
- Savant Wealth Management
- Investing
The federal estate tax exemption is at a historic high but soon will be cut in half. The Tax Cuts and Jobs Act passed …
- Savant Wealth Management
- Investing
We all know that managing our money can be a daunting task. It’s common to encounter twists and turns along the way that can …
- Savant Wealth Management
- Retirement Planning
For most people, reviewing a set of comprehensive estate planning documents and updating them can feel like going to the dentist. You don’t like …
- Savant Wealth Management
- Retirement Planning
A confluence of factors – longevity, inflation, a confusing healthcare landscape, and the limitations of Medicare – can have a significant effect on a …
- Savant Wealth Management