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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment services world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.  Don't forget to follow us on facebook for more frequent information!
 

Tuesday, October 23, 2018

Regardless of if you are 30 or 50, the idea of retirement probably crosses your mind regularly. Once we dive into our working years, retirement becomes the ultimate goal. It's the promise that one day we'll be able to reap what we've...

 

Monday, September 17, 2018

https://soundcloud.com/savaglia/podcast-9-16-2018-401k-101

 

Friday, September 7, 2018

Tim Windler and Larry Dreher discuss the role of life insurance in a financial plan including who needs it, and the pros and cons of Universal Life, Whole Life, and Term insurance. About Tim As a personal financial advisor, Tim seeks...

 

Wednesday, September 5, 2018

Should you pay off debt before saving for retirement? Don and Crystal discuss that question as well as Crystal's actual chickens and the eggs they are providing.

 

Sunday, August 19, 2018

Listen now to this week's radio show to hear common questions FROM your financial advisor that can help you work toward your financial goals. About Don Don Savaglia is the CEO of Savaglia Investments and Planning and a financial...

 

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Sunday, August 12, 2018

Crystal, Tim, and Larry discuss Crystal's article on the 10 questions to ask your financial advisor.

 

Friday, August 3, 2018

There are plenty of decisions to make on a daily basis, and some of those choices are weightier than others. Whether it’s finding a doctor, a school for your child, or a financial advisor, how do you know what will be the right...

 

Sunday, July 8, 2018

This week we are chatting with two newlyweds (not to each other) who happen to be financial advisors, Tim and Crystal. They discuss some key financial considerations for newlyweds as they embark on this next chapter of their lives....

 

Sunday, July 1, 2018

In this week’s radio show, we discussed how our firm's team effort relates to other things we enjoy doing. Listen to the latest episode now! About Don Don Savaglia is the CEO of Savaglia Investments and Planning and a financial...

 

Thursday, June 28, 2018

Welcome again to the Savaglia Investments and Planning Financial Show! We answering some great listener questions about ETFs, different investment types, 401(k)s, individualized advice, and much more. Listen to the latest episode now!...

 

Monday, June 11, 2018

Listen to episodes of our Sunday afternoon radio show that airs Sunday afternoons at 1:30 on Joy radio, 98.7 FM and 1340 AM. This week’s episode addresses the role of emotions in investing and factoring in the cost of healthcare...

 

Sunday, June 3, 2018

If only one thing can be said about raising kids, it’s that the years go by quick! While you are in the middle of the busy day-to-day routines and dealing with never-ending financial pressure, it’s easy to put saving for...

 

Tuesday, May 8, 2018

An advisor can play one of the most prominent roles in a person’s life, forming a long-lasting relationship and providing trusted guidance. It’s not surprising, then, that it can be incredibly overwhelming to find an...

 

Saturday, April 7, 2018

I come from a working-class family. My grandfather made numerous sea voyages from Italy to America, coming through Ellis Island five times in the early 1900s. On his last trip, he brought his family, including the boy who would become...

 

Friday, March 16, 2018

8 Social Security Changes You Need to Know About in 2018 Each year the Social Security Administration (SSA) publishes an annual fact sheet detailing changes to the Social Security program. The following changes will impact many working...

 

Thursday, March 1, 2018

The Tax Cuts and Jobs Act of 2017 ushered in a broad range of changes impacting virtually all American taxpayers. Below are six of the most significant changes individuals and families need to know about as they plan for and manage...

 

Thursday, December 28, 2017

Do you want to know how the new tax law will impact you? Click this link for a quick estimate of how your tax bill for 2018 will change. http://taxplancalculator.com/

 

Thursday, September 14, 2017

On Thursday, September 8, Equifax announced a cybersecurity incident that could potentially impact approximately 143 million U.S. consumers. Criminals gained access to certain files, the information in which primarily includes names,...

 

Wednesday, May 31, 2017

Savaglia Investments and Planning stopped out to Roots Salon in Greendale on May 24th to donate non-perishable food items to Milwaukee’s Hunger Task Force. Savaglia's own Financial Advisor, Tim Windler, gave his support to our...

 

Wednesday, March 8, 2017

Change is the one great constant in life. That's why it's so important to regularly review your objectives, your plan, or your financial strategy - at least once a year. Did your job or income change? Do you have a new hobby that's...

 

Wednesday, January 25, 2017

We enjoy hiring Financial Support Staff who are also potentially interested in a career as a Financial Advisor in a couple of years. This position is a great opportunity for an individual looking to transition industries, or for...

 

Friday, November 18, 2016

Should I rollover my 401(k)? What am I missing out on? Answers to many questions in one convenient Guide! You started a new job and with a new 401(k)...........BUT: What about the 401(k) account at the job you just left? It may be...

 

Friday, November 18, 2016

Dear Clients, We've enjoyed working with you over the years, from investment strategies to getting ready for a fantastic retirement. But even the most prepared individual will encounter bumps along their financial road. That’s...

 

Friday, November 11, 2016

First Brexit, then the Cubs, now Trump - 2016 has been nothing if not full of surprises! After months of Hillary Clinton holding the lead in polls forecasting the presidential race, Donald Trump has surpassed these predictions to gain...

 

Tuesday, September 27, 2016

Unlocking Medicare - Help is here! Are you preparing to enroll in Medicare? Are you helping someone make Medicare decisions? Are you confused by all the options? Do you know the difference between MediGap, or supplemental, Plan and an...

 

Tuesday, July 19, 2016

Meet Tim Windler! As a personal financial advisor, Tim seeks to assist, empower, and educate his clients along their financial journey. A 2012 graduate of the University of Wisconsin–Whitewater, Tim joined the Savaglia team in...

 

Wednesday, April 27, 2016

As your situation and goals change over time, we revisit your investment strategy and make adjustments to help ensure you meet your goals. Your portfolio should adapt as your needs change. We also consider changing market conditions...

 

Tuesday, February 16, 2016

Savaglia Investments and Planning will provide tax preparation and E-Filing services again this year! Feel free to call our office at 414-768-1984 to set up an appointment or information on how to drop off your information!

 

Tuesday, June 17, 2014

We celebrated our 15 year anniversary this week with a Ribbon Cutting ceremony joined by the Oak Creek Chamber of Commerce. Thank you to everyone who was able to attend our Summer Picnic Celebration! We are proud to serve the Community...

 

Friday, January 17, 2014

We would like to congratulate Mike Murtos on his recent CFP® designation. He has been authorized as a CERTIFIED FINANCIAL PLANNER ™ in accordance with the CFP Board certification and renewal requirements. Mike has worked at Savaglia...