by Savvysite | Dec 19, 2019 | Financial Planning, Retirement Planning, The Savvy Minute
Click on the image above to view this Savvy Minute video. “Can you roll an old 401K to another 401k?” When you leave a job for another company or when you transition into retirement, you have several options to consider. An old 401k can be left with the original plan...
by Savvysite | Dec 9, 2019 | Investing Basics, SWWM
Click on the image above to view the Investing Basics Video Investing Basics, Diversification 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. A pretty good definition of...
by Savvysite | Nov 1, 2019 | Retirement Planning, SWWM
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 the basics. An annuity is a contract between you and an...
by Savvysite | Oct 25, 2019 | Uncategorized
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 Hope. If...
by Savvysite | Oct 21, 2019 | Financial Planning, Retirement Planning, SWWM, The Savvy Minute
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 IRA allows you to contribute an...
