With tax season in the rearview mirror, now is an ideal time to revisit your financial strategy for the year ahead. For many P&G employees and retirees, this season offers a window of opportunity to make proactive moves—whether you're optimizing charitable giving, planning equity exercises, or adjusting your tax outlook before year-end.
In this edition of
Bounty of Wealth, we're excited to share two new whitepapers created specifically for our P&G community:
Maximizing Tax Efficiency for P&G Employees: Learn how we manage complex finances across P&G Savings Plan, PST, STAR awards, and stock options.
The Donor Advised Fund Advantage: Learn about the Donor Advised Fund Advantage
P&G Earnings
Procter & Gamble’s Q3 2025 earnings report reveals a mixed bag. We saw EPS come in slightly higher than expectations, but revenue fell short and net sales declined by 2%. The volatile economic environment and challenges in the Chinese market caused the company to lower its fiscal year outlook. Looking ahead, key focus areas include tariff impacts, pricing adjustments, and recovery in core markets.
Read the full overview here
New Resources for 2025
Upcoming Webinar: Designing a Life After Your Career
We’re thrilled to host an exclusive webinar with
Keith Lawrence, co-author of
Your Retirement Quest. Keith will share tools and insights on how to design a meaningful, purpose-filled life after your career. Whether retirement is just around the corner or still a few years away, this is a conversation you won’t want to miss.
2025: Your Year To Take Control
No matter where you are in your financial journey—whether youʼre optimizing stock compensation, preparing for retirement, or fine-tuning your investment strategy—our team is here to guide you step by step. Together, weʼll aim to make the most of your
Procter & Gamble benefits and create a plan that works for you.
Schedule A Call Today
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.
- To learn more about Savvy, its conflicts of interest, fees and other important disclosures, see our Form
ADV Part 2A.
