Blog

Financial Advisor vs Financial Planner

by Savvysite | Jun 26, 2018 | Financial Planning, Investing, SWWM, The Savvy Minute

“What’s the difference between a Financial Planner and a Financial Advisor?” A Financial Advisor is a professional who helps manage your money. Financial Advisor is a general term that might include stock brokers, insurance agents, money managers, estate planners,...

Work Life Balance with SuperLawyer Jonah Toleno

by Savvysite | Jun 14, 2018 | SWWM, The Savvy Women Show

Interview with SuperLawyer 2018, Jonah Toleno. To watch the interview click on the image above or the following link We discuss early maternal influences, the importance of mentors, navigating predominately male industries today, negotiating and work-life balance. You...

Financial Planning: Buy or Lease a Car?

by Savvysite | Jun 11, 2018 | Financial Planning, The Savvy Minute, Uncategorized

Today’s tip will cover “Buying vs. Leasing a Car?” When it comes to buying vs. leasing a car, it really depends on your lifestyle, cash flow – meaning what income you have coming in and what expenses you need to cover monthly and your own personal preferences. Some of...

Investing: What is a Diversified Portfolio?

by Savvysite | May 30, 2018 | Investing, SWWM, The Savvy Minute

Today’s tip will cover “What is a Diversified Portfolio?” A diversified portfolio should be diversified between asset classes such as stocks, bonds, and cash alternatives to name a few. And to take it a step further, a diversified portfolio should be diversified...

Financial Planning: What are 401k Catch Up Contributions?

by Savvysite | May 21, 2018 | Financial Planning, Retirement Planning, SWWM

“What are 401k Catch Up Contributions?” Contributions to a traditional 401k are limited to $18,500 in 2018. If you are over age 50, then you may be eligible to set aside up to $24,500 in 2018. That’s an additional $6000 of salary deferral just for being over 50. A...

Financial Planning: What Should I Do With My Student Loans?

by Savvysite | May 4, 2018 | Financial Planning, SWWM

“What should I do with my student loans?” If you have massive school loans, you might be feeling a little overwhelmed with your current debt. I would suggest you stop for a moment and take a deep breathe. With financial planning and a game plan, you can pay down your...