Blog

What Retirement Plans offer Tax Benefits?

by Savvysite | Nov 14, 2017 | Retirement Planning, SWWM, The Savvy Minute

Today’s tip will cover “What retirement plans offer tax benefits?” Well, there are many different types of retirement plans that offer tax benefits available to you with different rules about contributions and distributions. Some retirement plans are sponsored by...

Executive in Residence at Cal Poly SLO

by Savvysite | Nov 2, 2017 | SWWM

Fun, Fashion and Philanthropy

by Savvysite | Nov 2, 2017 | Community Events, SWWM

What are Investment Decisions Based On?

by Savvysite | Nov 2, 2017 | Investing, SWWM, The Savvy Minute

Today’s tip will cover “What are investment decisions based on?” There are several factors that you should consider before making investment decisions. A few factors to consider but are not limited to 1) take an honest look at your current situation 2) consider your...

How to Travel During Retirement

by Savvysite | Oct 27, 2017 | Retirement Planning, SWWM

Do you want to travel when you retire? Well, you are not alone. I have met with many women over the years and the most popular response from them is wanting to travel in retirement. So, my advice to those of you that want to travel in retirement, is to start...

Which Investments Pay Dividends

by Savvysite | Oct 23, 2017 | Investing, SWWM

When a company pays you a certain amount of cash per share that you own, that’s a dividend. You can find investments that pay dividends by investing in dividend paying stocks, mutual funds that have a dividend strategy objective or even ETFs also known as Exchange...