Blog Archives

Investing in Real Estate

Investing in Real Estate

Today’s tip will cover “How do I invest in Real Estate?” There are several ways for you to invest in Real estate. You can buy property which requires a down payment, money to maintain the property and the ability to

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Financial Advisor vs Financial Planner

What is the Difference between a Financial Planner and Financial Advisor

“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, bankers

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Work Life Balance with SuperLawyer Jonah Toleno

Work Life Balance with Jonah Toleno

Interview with SuperLawyer 2018, Jonah Toleno. To watch the interview click on the image above or the following link https://youtu.be/emDym9AVI4A We discuss early maternal influences, the importance of mentors, navigating predominately male industries today, negotiating and work-life balance. You can learn

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Financial Planning: What are 401k Catch Up Contributions?

401k Catch Up Contributions

“What are 401k Catch Up Contributions?” Contributions to a traditional 401k are limited to $18,500 in 2018. If you are over age 50, then you may be eligible to set aside up to $24,500 in 2018. That’s an additional $6000

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How to Negotiate Like a Maven with Best Selling Author, Rebecca Zung, Esq.

The Savvy Women Show How to Negotiate Like a Maven We are honored to interview Best Selling Author Rebecca Zung, Esq., America’s Divorce Authority.   Rebecca provides tips on how to “Negotiate like a Maven”. How to negotiate a raise,

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What is a Roth IRA

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,

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How Will Tax Reform Affect 529 Plans

Today’s tip will cover “What are some of the benefits of 529 education saving accounts and the recent tax overhaul?” Many people will benefit from a change that allows assets in 529 plans to be used to pay for elementary

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Why Choose a 529 Plan for College Savings

Today’s tip will cover “Why choose a 529 plan for college savings?” A 529 Plan is a college savings account that is exempt from federal taxes.  These types of plans were introduced in 1996 to help taxpayers save for college

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What is a Trust?

  What is a Trust? Simply put, a trust agreement is a document that spells out your wishes upon your death. When the time comes, how would you like your money and property distributed? However, depending on your specific goals

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