Blog

7 Tax Free Investment Ideas

by Savvysite | Jan 29, 2019 | Financial Planning, Investing, SWWM, The Savvy Minute

Click on the image above to view the video. Today’s tip will cover “What are some tax-free investment ideas” It is never a bad idea to learn about ways to invest while minimizing your tax liabilities. I would suggest you consider investing in municipal bonds,...

How to Maximize Social Security Benefits

by Savvysite | Jan 18, 2019 | Financial Planning, SWWM, The Savvy Minute

The decision you make about your social security benefits is an important decision that will impact you for many years. Understanding the impact of taking your benefits at ages 62, 67, 70 or any age you choose is important because depending on when you claim your benefits this can affect your overall financial and retirement plan.

How to Negotiate a Raise

by Savvysite | Jan 17, 2019 | SWWM, The Savvy Minute

Rebecca Zung, Divorce Transformation Strategist, Best Lawyer in America honoree and best selling author talks with Catherine Magaña, CERTIFIED FINANCIAL PLANNER™ and Managing Partner at Savvy Women Wealth Management in Carlsbad California about how to negotiate a raise.

Passive Income Ideas for Retirement

by Savvysite | Dec 18, 2018 | Investing, Retirement Planning, SWWM, The Savvy Minute

There are several ways that you can make passive income for retirement. Typically, passive income is earnings derived with little of no effort on the part of the person receiving it. However, there can be upfront time and or money commitments before you start...

How to Prevent from Being Scammed

by Savvysite | Dec 11, 2018 | Financial Planning, SWWM, The Savvy Minute

You need to be alert to the fact that scams do exist. Here are a few tips for you to consider. I would get to know the people you are dealing with.

Interview with Rebecca Ealy, Certified Mortgage Planner and Living Donor

by Savvysite | Nov 13, 2018 | Financial Planning, SWWM, The Savvy Women Show

We had the honor of interviewing Rebecca Ealy. A Certified Mortgage Planning Specialist, dynamic woman and more importantly an amazing human being. Rebecca is a big advocate for "Living Donor", an incredible way to give the ultimate gift and save a life. We talk...