by Savvysite | Apr 28, 2022 | Estate Planning, SWWM, The Savvy Women Show
Click on the image above to view this video. Estate Planning – What to Expect in 2022 In this episode, Gita Nassiri, CPA, JD, MBT and Catherine Magaña, CFP® discuss Estate Planning for 2022 and some changes that have occurred. So if you want...
by Savvysite | Mar 11, 2020 | Proactive Wealth Process, SWWM, Tax Planning
Click on the image above to view this Proactive Wealth Process video Tax Planning for Investors In this Proactive Wealth Process discussion we focus on Tax Planning for Investors with IRS Enrolled Agent, Rachel Ivanovich, MBA and Chief Leadership Officer of Easy Life...
by Savvysite | Jun 26, 2018 | Financial Planning, Investing, SWWM, The Savvy Minute
“What’s the difference between a Financial Planner and a Financial Advisor?” A Financial Advisor is a professional who helps manage your money. Financial Advisor is a general term that might include stock brokers, insurance agents, money managers, estate planners,...
by Savvysite | May 4, 2018 | Financial Planning, SWWM
“What should I do with my student loans?” If you have massive school loans, you might be feeling a little overwhelmed with your current debt. I would suggest you stop for a moment and take a deep breathe. With financial planning and a game plan, you can pay down your...
by Savvysite | Mar 7, 2018 | Investing, Retirement Planning
Today’s Financial Planning tip will cover “What is a Roth IRA?” A Roth IRA, is an Individual Retirement Account used by individuals to save for retirement with after tax income that grows tax free and distributions are tax free. However, there are certain rules and...