by Savvysite | Nov 14, 2024 | SWWM, Tax Planning
In this insightful video, Catherine and Rachel delve into the often-overlooked aspects of inheriting wealth, particularly the implications of taxes on estates and inheritances. They explore crucial topics such as Roth IRAs, the importance of designating beneficiaries,...
by Savvysite | Oct 31, 2024 | SWWM, Tax Planning
In this insightful video, Catherine and Rachel delve into the often-overlooked aspects of inheriting wealth, particularly the implications of taxes on estates and inheritances. They explore crucial topics such as Roth IRAs, the importance of designating beneficiaries,...
by Savvysite | Oct 16, 2024 | Estate Planning, Financial Planning, Savvy Up Podcast
In this episode, we dive into the unique financial complexities that come with second marriages. We cover essential topics like estate and tax planning, handling debts, wills, and healthcare directives. How should couples manage finances—combine assets or keep...
by Savvysite | Oct 11, 2024 | Savvy Up Podcast
In this episode, Catherine and Rachel navigate the importance of planning for inheritance and wealth transfers for women. Join them to empower yourself with the knowledge you need to navigate these important decisions confidently. In the Savvy Up! podcast we share...
by Savvysite | Sep 30, 2024 | Savvy Up Podcast
In this episode, we explore the fascinating differences between how men and women approach investing. In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Schedule Free Consultation FREE Webinar:...
