by Savvysite | May 3, 2023 | Financial Planning
What Is A Financial Plan Used For? We all know we should have savings. But when it comes down to actually doing it, Americans tend to fall into 2 camps: planners and non-planners. Planners usually know what they’re saving for, how much they need to sock away, and how...
by Savvysite | Feb 22, 2023 | Financial Planning
What’s Included In A Financial Plan? A well-written financial plan can mean the difference in your financial success. With it, you’ll be less likely to make poor financial decisions. Despite the importance of a personal financial plan, many people don’t know...
by Savvysite | Nov 8, 2022 | Financial Planning
“FAILING TO PLAN IS PLANNING TO FAIL” While the prognosis may seem daunting, there’s a lot of truth in this statement, especially when it comes to your finances. Because there are lots of foreseeable and unforeseeable variables that can affect your finances, it’s...
by Savvysite | Jun 10, 2022 | Financial Planning
We all have things that we would like to achieve in our lifetime. Life goals can include saving for your kids’ college education, owning a beach house, buying a yacht, retiring comfortably, or having more time to spend with family rather than Cara and Peter in the...
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...
