Blog Archives

Should I Rollover My 401(k) Or Leave It?

Click on this image to view video

Today’s tip will cover “Should I rollover my 401k or leave it?

Posted in Financial Planning, Retirement Planning, The Savvy Minute Tagged with: , , , , , , , , , , , , , , , , ,

What Do You Do With Your 401k When You Leave a Company?

Click on image to view video

Click on the image above to view this Savvy Minute video. Today’s tip will cover “What do you do with your 401k when you leave a company?” When you leave a job for another company or when you transition into

Posted in Retirement Planning, The Savvy Minute Tagged with: , , , , , , , , , , , , , , ,

Tax Planning for Investors

Click on the image to watch this video

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

Posted in Proactive Wealth Process, SWWM, Tax Planning Tagged with: , , , , , , , , , , , , , , , , , , , ,

Can You Roll An Old 401(k) To Another 401(k)?

When you leave a job for another company or when you transition into retirement, you have several options to consider.

Posted in Financial Planning, Retirement Planning, The Savvy Minute Tagged with: , , , , , , , , , , , , , , , , , ,

The Importance of Diversification When Investing

Click image to view video

What does it mean to be diversified? There is truly no exact definition for this, but basically, it means do not put all your eggs in one basket.

Posted in Investing Basics, SWWM Tagged with: , , , , , , , , , , , , ,

What is an Annuity and How Does It Work?

Click on the photo to view the video

 Click on the image above to watch this Savvy Minute video. What is an Annuity Annuities have been around for a long time, but for most investors, they do not know what an annuity is. So, let’s start with

Posted in Retirement Planning, SWWM Tagged with: , , , , , , , , , , , , , , , , , , , , , ,

Student Loan Management

Click on the image to view video

Click on the image above to view this Proactive Wealth video Student Loan Management In this Proactive Wealth Education episode Carter Davis and Anita Algunos of Hope Credit educate us about student loan forgiveness and repayment plans. Yes… there is

Posted in Uncategorized Tagged with: , , , , , , , , , , , , , , , ,

Understanding the Mega Backdoor Roth IRA

click on the image to view video

Click on the image above to view this Savvy Minute video. What is a Mega Backdoor Roth Conversion? What exactly is a Mega backdoor Roth IRA? It requires that your employer 401k allows after tax contributions. A Mega Backdoor Roth

Posted in Financial Planning, Retirement Planning, SWWM, The Savvy Minute Tagged with: , , , , , , , , , , , , , , , , , ,

Back Door Roth Conversion

Click on imate to watch video

Click on the image above to view this Savvy Minute video. What is a Back Door Roth IRA? A backdoor Roth IRA is a conversion of Traditional IRA assets to a Roth IRA. This is a great way for high

Posted in Financial Planning, Retirement Planning, The Savvy Minute Tagged with: , , , , , , , , , , , , , , , , ,

Stock Market Volatility

Click on this image to watch the video "Surviving Market Volatility"

Click on the image above to watch this Savvy Minute video. How To Survive Stock Market Volatility The stock market movement is nothing new. One of the best ways to beat market volatility is through diversification. The more you understand

Posted in Investing, SWWM Tagged with: , , , , , , , , , , , , , , , ,