Savaglia Financial Advisors

06/10/2026

Does your business have a retirement strategy that fits your short, long-term needs?

To choose a plan, it’s important to ask yourself four key questions.

06/03/2026

Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can make a more informed choice.

Compare two different scenarios side by side to see how they stack up over time.

05/30/2026

“By all means, move at a glacial pace… we only have client meetings, market updates, and paperwork waiting.” 👠🧥💼

With all the buzz around a certain fashion-world sequel hitting the theaters recently, the team at SFA decided to give our newest intern, Miguel, a proper welcome… inspired by one of the most iconic office movie moments of all time. 😅

Cue the dramatic jacket tosses.
Cue the overwhelming stack of responsibilities.
Cue Heidi channeling her inner Miranda Priestly

Don’t worry — behind the theatrics, he’s already jumping in, learning fast, and becoming part of the team. We’re excited to have him here and can’t wait for our clients to meet him!

Please help us welcome Miguel to SFA! 👏

No interns were harmed in the making of this video.

05/29/2026

🎉 Happy Birthday to Larry! 🎉

Today we’re celebrating Larry — one of our Financial Advisors and a trusted resource for so many of our clients. Known for his thoughtful approach and steady guidance, Larry is someone clients can always count on.

When he’s not helping clients plan for the future, Larry is busy bringing a little extra spark to life — literally! 🎆 As part of a team that puts on Fourth of July firework shows, he knows how to light up more than just the sky. Around the office, you’ll also recognize him by his signature campfire tea ☕ (you can smell it brewing before you see it!)

Larry also enjoys traveling with his wife — especially cruising to new destinations — and most importantly, spending time with his growing family as a proud grandpa to two grandkids.

We’re grateful to have Larry on our team, and our clients are lucky to work with him. 💙

If you missed it last month, take a look at our SFA spotlight to learn more about Larry: https://www.dreamplanenjoy.com/our-blog

👇 Help us wish Larry a very happy birthday!
Drop a 🎉 or leave him a birthday message in the comments below!

05/27/2026

The average college senior graduates with credit card debt. How will your kids manage money?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

05/25/2026

Today, we pause to remember

This Memorial Day, we honor and remember the brave men and women who made the ultimate sacrifice in service to our country.

Because of them, we have the freedom to build lives we love, to be with our families, and to Dream. Plan. Enjoy. ✨

We are deeply grateful for their courage, their service, and the families who carry their legacy forward.

❤️🤍💙

As you spend time with loved ones today, we invite you to take a moment to reflect, remember, and honor those who gave everything.

05/20/2026

Where you save matters just as much as how much you save. See how tax-deferred growth compares to a taxable account over the same time horizon.

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

05/13/2026

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.

This article may help you maximize the benefits of your donation for your chosen charity.

05/10/2026

Today, we’re celebrating the women who do it all 💐

Happy Mother’s Day to the incredible moms in our lives — the ones we’re lucky enough to serve, the ones who raised us, and the ones right here on our team.
A special shoutout to Dawn and Heidi, who somehow balance caring for their families while also showing up every day to care for our clients with the same level of dedication, patience, and heart 💙

Moms are the ultimate planners, protectors, and problem-solvers — and we’re constantly inspired by the way they turn love into action, every single day.
At SFA, everything we do comes back to helping families Dream. Plan. Enjoy. ✨ And today, we celebrate the women who make that possible in more ways than one.

👇 Help us celebrate Mother’s Day!
Tag a mom who inspires you, share a piece of advice she’s given you, or drop a 💐 in the comments to show some love.

05/06/2026

Considering alternative investments? It’s critical to sort through the complexity.

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.