With the weather changing and fall in full swing, 2025 is quickly coming to a close. The end of the year typically brings busier times, as it is a good period to review your financial plan, and prepare for the year to come. Within P&G, restructuring is underway, and open enrollment is fast approaching for employees. In this edition of Bounty of Wealth, we are excited to share a guide for your open enrollment period. Whether you are in need of an estate plan, looking to ramp up your retirement savings, or looking to take advantage of some of the other benefits offered by P&G, this guide should be a great help:
PG Open Enrollment Guide
P&G Earnings
Another hot topic around P&G has been the stock’s performance itself – as it has fallen while the market has boomed. Here is our take on the company’s latest earnings report, and what we see as important to track over the coming quarters.
Read the full overview here
A Deeper Dive into Direct Indexing
Earlier this year, Stewart Martin, a Senior Investment Consultant at Orion, hosted a webinar with Savvy diving deeper into one of the hottest trends in tax efficient investing: Direct Indexing. In the webinar, Stewart covered the following:
- Direct Indexing: What It Is and How It Works
- Strategies for Choosing Investment Vehicles and Maximizing Tax Efficiency
- How Investors can Leverage Custom Indexing
Click here to view Beyond the Index Webinar
Resources for You
- Maximizing Charitable Giving for P&G Employees: The Donor Advised Fund Advantage
- Diversifying P&G Stock—Exchange Funds, Direct Indexing, and Long-Short Strategies
- What the SALT Deduction Expansion Means for P&G Employees and Retirees
Take Back Control of Your Future
No matter where you may be on your financial journey – whether you are in the accumulation phase, or prepping for a retirement – our team is here to guide you, and curate a plan specific to your stage in life. With decades of experience working with the P&G Community, we are ready to help create a plan for you.
Schedule a Call Today
Thank You for Staying Connected
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Disclosures:
- Savvy Wealth, Inc. (“Savvy Wealth”) is a tech company and the parent company of Savvy Advisors, Inc, (“Savvy Advisors”). All advisory services are offered through Savvy Advisors, Inc., an investment advisor registered with the Securities and Exchange Commission (“SEC”). For the purposes of this blog article, Savvy Wealth and Savvy Advisors may be referred to together as “Savvy”.
- The views and opinions expressed herein are those of the speakers and authors and do not necessarily reflect the views or positions of Savvy Advisors. Information contained herein has been obtained from sources believed to be reliable, but are not assured as to accuracy.
- Material prepared herein has been created for informational purposes only and should not be considered investment advice or a recommendation. Information was obtained from sources believed to be reliable but was not verified for accuracy.
- It is important to note that federal tax laws under the Internal Revenue Code (IRC) of the United States are subject to change, therefore it is the responsibility of taxpayers to verify their taxation obligations.
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Form ADV Part 2A.
