Daryl Dagit CFP®

Fee only financial advisor/Market Manager/owner interest. Responsible for managing all aspects of the financial planning and investment process for my clients.

[Daryl Dagit CFP® @daryldagit]

Are you tired of getting surprised with a large tax bill every year because of your stock-based compensation? You're not alone. But with a few smart moves, you can keep more of your hard-earned cash. Watch the video here: https://t.co/yJJTuhqnaW

[Daryl Dagit CFP® @daryldagit]

If you’ve been entrusted with an inheritance, this webinar can help you explore ways to make the most of your loved one’s gift. 📅 Register now, or share this link with a friend or family member: https://t.co/mPvVN1dEIL

[Daryl Dagit CFP® @daryldagit]

Live Webinar 📅 Age is just a number - until you plan for retirement! If you have $500k+, learn which birthdays you can’t afford to miss. Register here, or share this link with a friend: https://t.co/doRNAMC7Xj

[Daryl Dagit CFP® @daryldagit]

"From Football to Finance: Lessons in Resilience and Perseverance" Read the Q3 update from Savant CEO, Brent Brodeski here: https://t.co/FSQICCaG1B

[Daryl Dagit CFP® @daryldagit]

If you’re approaching age 65 or are already enrolled in Medicare, you may find the program’s coverage options and costs confusing. Understanding the program is crucial to ensure you have appropriate coverage for your healthcare needs. 🦉 Read more: https://t.co/aUw8Kmzbxd

[Daryl Dagit CFP® @daryldagit]

Retiring early, usually prior to age 65, can present a unique set of circumstances. Remember to keep in mind how it may affect accessing funds, securing healthcare, and planning for a longer retirement period. 🦉 Read more: https://t.co/jbPOhVrnVc

[Daryl Dagit CFP® @daryldagit]

The recent devastation caused by Hurricane Helene has left countless individuals in need of urgent assistance. As you consider making a donation, remember that by choosing reputable charities and understanding their needs, you can truly make a difference. https://t.co/Cgt9cWztzr

[Daryl Dagit CFP® @daryldagit]

Custom indexing, once a domain of institutions, is now accessible to a wider audience thanks to technological advancements and commission-free trading. 🦉 Read more: https://t.co/EOta3iRkxz

[Daryl Dagit CFP® @daryldagit]

As 2024 draws to a close, it’s time to take stock of your financial situation and make strategic moves. There are several actions you can take now to improve your financial health. 🦉 Read more here: https://t.co/Pe7n1dZIN7

[Daryl Dagit CFP® @daryldagit]

The traditional retirement age of 65 is fading. Rising costs and longer lifespans mean many Americans are working past their prime. A recent survey found most middle-class Americans lack retirement confidence. 🦉 Read more: https://t.co/r3TJyGerHx

[Daryl Dagit CFP® @daryldagit]

Fall is prime time for charitable giving, but before you write any checks, consider these strategies that could help benefit you and your favorite causes: donating appreciated stock and leveraging Qualified Charitable Distributions (QCDs) from your IRA. https://t.co/zc7ND2prAA

[Daryl Dagit CFP® @daryldagit]

At Savant, we’re committed to helping you pursue your long-term financial goals. This involves regular portfolio adjustments to manage taxes, rebalance your assets, and anticipate potential challenges. 🦉 Read about these 4 portfolio maintenance tasks: https://t.co/gFf7bUv5rX

[Daryl Dagit CFP® @daryldagit]

From creating wills or trusts to minimizing taxes, learn tips to help create a robust estate plan for those with $500k+. 🦉 Register here or share this link with a friend: https://t.co/xNlgqK5hCL

[Daryl Dagit CFP® @daryldagit]

If you’re nearing retirement age without enough saved, you’re not alone. Many people face this challenge. However, there are strategies to help you build a more secure financial future, even if you’re starting late. 🦉 Read the article: https://t.co/NRGxIcBfSo

[Daryl Dagit CFP® @daryldagit]

The Federal Reserve has cut interest rates, marking a shift toward easing monetary policy. This decision is influenced by stabilizing inflation and softening labor market. Understanding this change is crucial for making informed financial decisions. https://t.co/phoI0PpttH

[Daryl Dagit CFP® @daryldagit]

Have you ever wondered if owning a second home is right for you? Review the checklist that helps compare the pros and cons of buying vs. renting. 🦉 Read more: https://t.co/q8aYQeuZ7E

[Daryl Dagit CFP® @daryldagit]

The traditional notion of retirement is evolving, with many individuals opting for a combination of work and retirement. This shift has led to innovative approaches for accessing retirement funds, such as in-service withdrawals from a 401(k). 🦉 Read more: https://t.co/KhmQY6XDSk

[Daryl Dagit CFP® @daryldagit]

Want to know how Savant Wealth Management has pursued massive growth while maintaining a focus on improving client experience? CEO Brent Brodeski shared his insights on a recent episode of RIA Channel's video podcast. 🦉 Watch the full interview here: https://t.co/uMh5c7WSFg

[Daryl Dagit CFP® @daryldagit]

Many people overlook their Social Security benefits before retirement. Fortunately, the Social Security Administration makes it easy to access your estimated benefits online. 🦉 Read the article here: https://t.co/1IHhmIntVy

[Daryl Dagit CFP® @daryldagit]

Explore the complicated link between politics and the stock market. Practical tips for investors with $500k or more saved. 🦉 Register now or share this link with a friend: https://t.co/C0pZ3mJv9f