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...
by Savvysite | Nov 8, 2021 | SWWM, The Savvy Women Show
Click on the image above to view this video. Keys To Building A Business Authentic To Who You Are If you want to turn your ideas into reality, transform your business authentic to who you are and design the life you’ve always desired. Then you should watch this...
by Savvysite | Nov 1, 2021 | The Savvy Minute, The Savvy Women Show
Click on the image above to watch this video. #1 Ability Of A Business Owner Catherine Magaña, CFP® and Corryn Kivett discuss how to build a business authentic to who you are and to what you truly want. In this quick minute, they discuss what the number one learnable...
