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Which Retirement Account Should I Withdraw From First?

by Savvysite | Dec 11, 2017 | Retirement Planning, SWWM, The Savvy Minute

Today’s tip will cover “Which retirement account should I withdraw on first?” If you have a combination of taxable accounts and tax deferred accounts saved for retirement, a straight answer would be to withdraw money from your taxable and tax-free investment accounts...

Will My Retirement Money Last?

by Savvysite | Nov 30, 2017 | Retirement Planning, SWWM, The Savvy Minute

If you have been saving for retirement for a while now, you may be thinking how long do I have before I can retire. Or, if you are already retired, you may be thinking will my money last? A few things you should consider about are…Will you outlive your money? And,...

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...