Savaglia Financial Advisors

10/28/2026

Roth or traditional—which 401(k) option makes more sense for you? This side-by-side comparison helps you think through the tradeoffs based on your tax situation.

Compare Roth and traditional 401(k) options to see which may work better for your situation.

10/26/2026

🌟 Savaglia Spotlight: Meet Jessica Reiff 🌟

At Savaglia Financial Advisors, we know that great financial planning is about more than numbers; it’s about people, relationships, and trust. Our Savaglia Spotlight series is designed to introduce you to the individuals who help make that experience possible every day.

This month, we’re excited to feature Jessica Reiff, one of our dedicated Client Services Representatives whose passion for helping others, attention to detail, and creative energy play a vital role in supporting both our clients and advisors.

There's a lot to learn about Jessica this month. 👀

👉 Click here to read the full spotlight: https://www.dreamplanenjoy.com/our-blog

10/21/2026

Are your passwords easy to crack or difficult to decipher? Test your knowledge.

Simple steps may help you foil hackers and protect your privacy.

10/16/2026

❤️ Happy Boss Day, Crystal! ❤️

Today, we’re celebrating the person who helps make SFA so much more than a workplace.

As a team, we see firsthand the passion, compassion, and dedication Crystal brings to everything she does. She empowers us to grow, supports us through challenges, and reminds us that we’re people first, with families and lives outside the office that matter just as much. She leads with an open door, a helping hand, and a genuine interest in seeing each of us succeed.

As one team member put it, “She truly is a friend in a boss.” ❤️

That same care carries into the way Crystal serves our clients. Her patience, attention to detail, and genuine desire to understand each person help make every client feel heard, respected, and cared for.

Crystal, thank you for the team you’ve built, the example you set, and the heart you bring to SFA every day. We’re grateful for your leadership, your support, and all the little things you do that make this team feel like family.

💙 But don't just take our word for it! We asked the SFA team a few questions about Crystal, and their answers say a lot about the kind of leader she is. Swipe through the photos to see what they had to share!

👇 Now, let's show Crystal some love! What's one thing you appreciate about Crystal? Share it in the comments and help us celebrate her this Boss's Day!

Happy Boss’s Day! We’re lucky to have you! 💙🥳

10/14/2026

A retiree’s portfolio should reflect the lifestyle choices he or she makes in retirement. Does yours?

10/08/2026

🍻 Cheers to a great September B**r Fest! 🍻

We had such a great time getting together with our clients, families, and friends for the 2026 September B**r Fest! From good b**r and great food to plenty of laughs and even better company, it was a fun way to kick off the fall season. 🍂

A big thank you to everyone who stopped by, said hello, and helped make the evening such a memorable one. We’re grateful to be part of a community that knows how to come together and have a little fun! 💙

Until next time… cheers! 🍻

If you'd like to take a look at more photos from this event, or others like it, please visit our website at www.dreamplanenjoy.com/photo-gallery

**rFest

10/07/2026

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debts, and down payment to give you a number.

09/30/2026

When are you taking your Social Security benefits? Considering the timing can help maximize your benefit.

Taking your Social Security benefits at the right time may help maximize your benefit.

09/23/2026

🎉 Help us wish Jessica a VERY Happy Birthday 🎉

Today we’re celebrating one of the friendly faces behind the scenes at Savaglia Financial Advisors! 💙

Jessica brings her creativity, attention to detail, and always-willing-to-help attitude to everything she does at SFA. Whether she's keeping RMDs on track, helping clients, planning events, creating social media content, or finding a solution to a problem, she’s always ready to jump in!

Outside the office, you might find Jessica:

🐾 Hiking with Bella, our resident office celebrity
🎨 Tackling her latest DIY project
🎿 Water skiing and exploring the great outdoors
🏃‍♀️ Coaching pole vault at her alma mater high school after competing as a collegiate pole vaulter
🍽️ Exploring new restaurants and finding her next favorite foodie spot
🌶️ Enjoying a good spicy margarita

And if you know Jessica, you know she lives by one piece of advice from her dad:

“If the decision doesn’t scare you, it probably isn’t the right one.”

We’re so lucky to have Jessica on our team and grateful for the energy, care, creativity, and dedication she brings to SFA every day.

Please join us in wishing Jessica a very Happy Birthday! 🥳🎂

Happy Birthday, Jess! We hope your day is filled with good food, good people, a little adventure, and plenty of time with Bella! 💙🐾

Dream. Plan. Enjoy. ✨

09/23/2026

Have a kid heading off to college? Here are a few tips.

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.