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Blog

Browse articles, insights &Ā resources by topic

Savvy in the News

Read the latest updates from the Savvy team in the press including company, platform, and partnership announcements.

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Savvy founder talks 'building a flywheel' as firm closes in on $1bn
By
Alec Rich
|
December 17, 2024
Some advisors are bullish on commercial real estate. Here's why
By
Gregg Greenberg
|
December 12, 2024
NYC Fintech Founders Driving the Future of Finance
By
Emily Man & Rachel Pave
|
December 12, 2024

Retirement

Expert insights to help you navigate the complexities of retirement.

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How Does Inflation Affect Your Retirement Savings?
By
Dan Moore
|
December 19, 2024
What are the Tax Implications of Retirement Planning?
By
Frank Remund
|
November 9, 2024
How to Plan for Retirement When You're Already in Debt: A Comprehensive Guide
By
Eric Passin
|
November 9, 2024
Navigating Retirement Expenses: What expenses do I need to think about for retirement?
By
Michael Most
|
November 8, 2024
The Role of Inflation in Retirement Planning: Strategies for a Secure Financial Future
By
Drew Martino
|
November 8, 2024
Securing Your Golden Years: The Ultimate Guide to Retirement Mutual Funds in the US
By
Alex Austin
|
November 9, 2024

Trust & Estate

Navigate the intricacies of wealth preservation and legacy planning with guidance from our seasoned professionals.

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The Difference Between Revocable vs. Irrevocable Trusts
By
Jacob DuBose
|
August 16, 2024
Do High Net Worth Individuals Need an Estate Planner to Set Up a Trust?
By
Alex Austin
|
August 16, 2024
The Benefits of an Irrevocable Living Trust vs Will for High Net Worth Estate Planning
By
Savvy
|
August 16, 2024
Maximizing Your Trust Fund: Strategies for High Net Worth Individuals and Families in 2024
By
Dustin Parsons
|
August 16, 2024
The Ultimate Guide to Trusts for High Net Worth Estate Planning in 2024
By
David Gottlieb
|
August 16, 2024
What is Estate Planning and Why Do High Net Worth Individuals Need It?
By
Scott Eichler
|
March 22, 2024

Tax Strategy

Discover tax-efficient strategies to help you maximize your wealth and minimize your tax burden.

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How to Minimize Your Tax Burden Over Your Lifetime
By
Drew Martino
|
October 4, 2024
How to Optimize Tax Savings When You Have Multiple W2s
By
Drew Martino
|
October 4, 2024
How do high income earners reduce taxes?
By
Albert Pinedo
|
October 4, 2024
How Do I Optimize My Tax Return?
By
Chase Austin
|
October 4, 2024
Understanding Payroll Taxes for Small Businesses
By
Drew Martino
|
September 24, 2024
How Your Business Structure Impacts Your Taxes
By
Michaela Sullivan
|
September 24, 2024

Portfolio Management

Unlock the secrets to optimizing your investments for long-term growth.

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The Money: Understanding Capital and Returns
By
Adam Dean
|
October 16, 2024
Identifying Key Positions for Succession Planning: A Guide for High Net Worth Families
By
Michael Most
|
August 27, 2024
The Critical Importance of Formal Succession Planning for High Net Worth Families
By
Dustin Parsons
|
August 27, 2024
How to Invest in Direct Indexing: A Guide for High Net Worth Individuals and Families
By
Dan Brady
|
August 13, 2024
Direct Indexing vs. Active Management: Which Approach is Best for High Net Worth Portfolios?
By
Savvy
|
August 12, 2024
How Long Should You Hold Index Funds? Insights from a Seasoned Financial Advisor
By
Savvy
|
August 12, 2024

Risk Management & Insurance

Protect your assets and secure your financial future with our expert advice on risk mitigation and insurance.

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Financial Planning for Tech Professionals: A Comprehensive Guide for 2024
By
Brian Mills
|
October 11, 2024
What is Financial Plan Development and Why It Matters
By
Savvy
|
February 12, 2024
Understanding Risk Management: Protecting Your Assets and Investments
By
David Gottlieb
|
September 29, 2023
Wealth Preservation: Protecting and Growing Your Assets
By
Eric Kirste
|
September 15, 2023
When is the Right Time to Sell My Financial Planning Practice?
By
Arynton Hardy
|
September 14, 2023
Ten Common Investment Mistakes and How to Avoid Them
By
Eric Kirste
|
September 13, 2023

Financial Advisor Insights

Read more about Financial Advisor Insights

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The Future of Financial Advice 2024: Adapting Your Client Service Model for Success
By
Savvy
|
December 19, 2024
How Can LLCs Avoid Penalties Related to BOI Reporting?
By
Sam Saleh
|
December 19, 2024
Understanding the Impact of BOI Reporting on Small Businesses: A Financial Advisor's Guide
By
Adam Dean
|
December 18, 2024
Financial Planning Checklist 2025: Starting the Year on the Right Foot
By
Savvy
|
December 18, 2024
How to Ensure Compliance with BOI Reporting Requirements: A Guide for Financial Advisors and Their Clients
By
Sam Saleh
|
November 30, 2024
What Are the New BOI Reporting Requirements for LLCs?
By
Sam Saleh
|
November 30, 2024
Savvy in the News
Savvy founder talks 'building a flywheel' as firm closes in on $1bn
By
Alec Rich
|
December 17, 2024
Savvy in the News
Some advisors are bullish on commercial real estate. Here's why
By
Gregg Greenberg
|
December 12, 2024
Savvy in the News
NYC Fintech Founders Driving the Future of Finance
By
Emily Man & Rachel Pave
|
December 12, 2024
Savvy in the News
ā€˜No detractorā€™ to using direct indexing as an investment strategy
By
Josh Welsh
|
December 7, 2024
Savvy in the News
Iā€™m a CFP: 7 Reasons You Should Listen to Dave Ramseyā€™s Advice on Paying Down Debt
By
Laura Beck
|
December 7, 2024
Savvy in the News
I Built 3 Startups Before 30: Hereā€™s What I Learned
By
Gabrielle Olya
|
December 5, 2024
Savvy in the News
Wealth Firms Cozying to AI as Time Saved on Tasks Spurs Growth
By
Mela Seyoum
|
December 4, 2024
Savvy in the News
Disrupting the RIA Space: How Ritik Malhotra is Redefining Financial Advice
By
Model FA Podcast
|
December 4, 2024
Savvy in the News
AI Wonā€™t Replace Advisors. But It Will Transform the Industry.
By
Griffin Kelly
|
December 2, 2024
Savvy in the News
Bitcoin Just Hit a Record High. What Financial Advisors Think of Crypto Now.
By
Steve Garmhausen
|
November 21, 2024
Savvy in the News
Iā€™m a Financial Advisor: 7 Ways To Catch Up on Your Taxes Fast Before Tax Season
By
Jordan Rosenfeld
|
November 15, 2024
Savvy in the News
With gold's price high should beginners still invest? Experts weigh in
By
Aly Yale
|
November 14, 2024

Advisor Content

Curated strategies, tools, and resources for financial advisors and wealth managers

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Tax Considerations When Selling Your Financial Service Business: A Comprehensive Guide
By
Savvy
|
October 11, 2024
Tips for Financial Advisors to Sell Their Book of Business
By
Savvy
|
October 11, 2024
Common Mistakes When Finding a Buyer for Your Financial Firm: A Comprehensive Guide
By
Savvy
|
October 11, 2024
Key Exit Planning Factors to Deliberate When Selling Your Financial Advisory Practice
By
Savvy
|
October 11, 2024
How to Find the Right Buyer for Your Wealth Management Firm
By
Savvy
|
October 11, 2024
How Financial Advisors Can Optimize Tax Deductions for Their Clients
By
Michaela Sullivan
|
October 4, 2024
Succession Planning Best Practices: Ensuring Continuity and Future Success
By
Brent Boden
|
August 30, 2024
Succession Planning vs Replacement Hiring: Pros, Cons, and Financial Impacts
By
Aaron Wiegman
|
August 27, 2024
How to Build a Strong Leadership Pipeline for Your Organization's Future
By
Savvy
|
August 27, 2024
The Future of Financial Advice 2024: Adapting Your Client Service Model for Success
By
Savvy
|
July 4, 2024
The Evolution of CRM Technology for Financial Advisors: Enhancing Client Relationships and Driving Business Growth
By
Savvy
|
July 4, 2024
How to Present Yourself as a Better Listener to Your Clients and Scale Your Financial Advisory Practice
By
Savvy
|
July 4, 2024

Book time with one of our Savvy Advisors today

Book time with one of our Savvy Advisors today