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Blog

Browse articles, insights & 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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I’m a Financial Advisor: 7 Ways To Catch Up on Your Taxes Fast Before Tax Season
By
Jordan Rosenfeld
|
November 15, 2024
2 ways to build long-term wealth by investing in gold, as prices soar
By
Tessa Campbell
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November 8, 2024
How advisors, RIA execs and finance experts are reacting to 2024’s election results
By
Alec Rich, Lilly Riddle
|
November 6, 2024

Retirement

Expert insights to help you navigate the complexities of retirement.

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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
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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
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November 8, 2024
Securing Your Golden Years: The Ultimate Guide to Retirement Mutual Funds in the US
By
Alex Austin
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November 9, 2024
How to Build Wealth in Your 40s and 50s: Strategies for Financial Success
By
David Gottlieb
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October 11, 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
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August 16, 2024
Do High Net Worth Individuals Need an Estate Planner to Set Up a Trust?
By
Alex Austin
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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
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August 27, 2024
How to Invest in Direct Indexing: A Guide for High Net Worth Individuals and Families
By
Dan Brady
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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
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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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October 2024 Global Markets Recap
By
Savvy
|
November 13, 2024
Need a New Car? Now may be the best time to shop for one
By
Jacob DuBose
|
November 7, 2024
Social Security’s 2025 COLA: What You Need to Know
By
Eric Kirste
|
November 7, 2024
Unlocking Your Financial Success: 10 Key Questions to Find The Right Advisor
By
Savvy
|
October 23, 2024
Financial Planning for Tech Professionals: A Comprehensive Guide for 2024
By
Brian Mills
|
October 11, 2024
Financial Considerations When Changing Careers: A Comprehensive Guide
By
Alex Austin
|
October 11, 2024
Savvy in the News
Staffing an RIA to Serve Small, Midsize Plans
By
Alex Ortolani
|
September 25, 2024
Savvy in the News
What's up with Warren Buffett and Berkshire Hathaway? Advisors weigh in
By
Gregg Greenberg
|
September 16, 2024
Savvy in the News
Earn up to $5,000 for opening an account? Here are the 10 biggest sign-up bonuses for September 2024
By
Andrew Shilling
|
September 10, 2024
Savvy in the News
Savvy Adds Financial Advisors Drew Martino and Daniel Moore to Continue Recruiting Push in 2024
By
Bussines Wire
|
September 10, 2024
Savvy in the News
Innovation Awards: Innovation in Automation — Savvy Wealth
By
Rachel Witkowski
|
September 5, 2024
Savvy in the News
MIT researchers say that AI is 'inherently sociopathic' — but that it can be trained to give ethical financial advice
By
Tanza Loudenback
|
August 30, 2024
Savvy in the News
Advisors weigh in on Nvidia’s earnings, outlook
By
Gregg Greenberg
|
August 29, 2024
Savvy in the News
Don't speak: How firms like Morningstar teach AI what not to say
By
Rachel Witkowski
|
August 27, 2024
Savvy in the News
Tech Spotlight: Savvy Wealth's CEO on pushing advisor tech, not a sale
By
Rachel Witkowski
|
August 19, 2024
Savvy in the News
More advisors adding utilities to juice up client portfolios
By
Gregg Greenberg
|
August 15, 2024
Savvy in the News
Exclusive: Savvy Wealth closes Series A at $26.5 million
By
Fortune
|
August 5, 2024
Savvy in the News
Savvy Wealth Raises $26.5 Million Series A to Redefine Wealth Management Technology (and Turns Three 🥳).
By
Ritik Malhotra, Founder & CEO
|
August 5, 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