Blog

Understanding the Mega Backdoor Roth IRA

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...

Back Door Roth Conversion

by Savvysite | Oct 21, 2019 | Financial Planning, Retirement Planning, The Savvy Minute

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 income earners to put money away if you do not qualify for Roth IRA income...

Stock Market Volatility

by Savvysite | Sep 6, 2019 | Investing, SWWM

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 your overall asset allocation...

Investing in Bonds

by Savvysite | Aug 27, 2019 | Investing Basics, SWWM

In Today’s “Investing Basics for Savvy Women” video, well take a look at the world of investing in bonds.

What is a Mutual Fund?

by Savvysite | Aug 8, 2019 | Investing Basics, SWWM

Click on the image above to watch the video What is a Mutual Fund? In Today's Investing Basics For Savvy Women, Steve covers "What is a Mutual Fund". Steve Wolff is a Managing Partner at Savvy Women Wealth Management in Carlsbad California. We run a Savvy Women Wealth...

Interview with Family Law Attorney Lauren Liberman. Thinking About Divorce? What You Need to Know.

by Savvysite | Jun 18, 2019 | SWWM, The Savvy Women Show

Click on the image above to view the video. Interview Lauren Liberman, Family Law Attorney in San Diego, Ca. We discuss Lauren's journey to a career in law, advice for aspiring attorneys, how personal loss and challenges have made her a better attorney, managing work...