by Savvysite | Dec 7, 2023 | Financial Planning, Tax Planning
Welcome to Savvy Up, your go-to for simplified financial insights. In today’s episode, we’re covering key year-end strategies for a financially sound future. Let’s dive in! Segment 1: Gifting for the Holidays – Smart Down Payments As the holidays...
by Savvysite | Nov 29, 2023 | Financial Planning, Investing, SWWM
We were honored to be invited to speak at the Women’s Inclusion Network recently. It was a wonderful experience and we particularly enjoyed answering questions at the end of the presentation. In this episode we are going to share some of the questions and answers that...
by Savvysite | Nov 27, 2023 | Financial Planning, Proactive Wealth Process, SWWM
Wondering how much you need to retire comfortably? If so you should check out this video. So, if you’re serious about taking control of your finances and you don’t want to run out of money in retirement then you should watch this video. Schedule Free Consultation...
by Savvysite | Sep 6, 2023 | Financial Planning
Discover how to become financially independent without giving up lattes or living on bread and water. I invite you to check out this short video covering the financial planning process. In this video you’ll discover: • Setting short- & long-term goals. • Making...
by Savvysite | Aug 22, 2023 | Financial Planning, SWWM
Whether it’s getting an education, running a marathon, or losing weight, most people perform best with a clear goal and timetable. The same applies to financial success. In today’s fast-paced world, where financial goals and aspirations evolve, a well-thought-out...
by Savvysite | May 3, 2023 | Financial Planning
What Is A Financial Plan Used For? We all know we should have savings. But when it comes down to actually doing it, Americans tend to fall into 2 camps: planners and non-planners. Planners usually know what they’re saving for, how much they need to sock away, and how...
