Blog

FINANCIAL INDEPENDENCE… One Easy Tip

by Savvysite | May 24, 2017 | SWWM, The Savvy Minute

Today we will give you an easy way tip for you to get Savvy about your finances. How often have you heard that it’s the little things that count? Like that $5 latte you buy every morning. Let’s say you buy 260 lattes during the year. That’s one each Monday through...

Welcome to the Savvy Minute!

by Savvysite | May 22, 2017 | The Savvy Minute

The Savvy minute is dedicated to helping women with various types of financial matters, wealth and life in general. Join me each week for the Savvy Minute. If you would like to set up a discovery session you can reach me at 760-692-5190. facebook.com/savvywomenwealth...

After the Proposal

by Christopher Vassallo | Apr 27, 2016 | SWWM, Uncategorized

After the Proposal "To Do" List: 5 Wedding Day Tasks for the Newly Engaged (click here to download in pdf format) Want to review your financial situation with a pro? Fill out the form below for a free consultation.

Open House

by Savvysite | Oct 20, 2015 | SWWM

We recently moved to a new location. Please join us for an open house on Thursday, October 22nd from 5:30 -8:30 p.m. Drinks, food and music will be provided.

Child Rearing Costs Staggering

by Savvysite | Mar 16, 2015 | SWWM

Start 529 Plan Early Ok, this is probably not news to anyone who has children, but it is darn expensive to rear them. The U.S. Department of Agriculture recently released the actual facts and figures in its “Expenditures on Children by Families, 2013” report. How...

Man vs. Woman – Who Is The Better Investor?

by Savvysite | Oct 9, 2014 | SWWM

Who is the better investor, a man or a woman? If you have been in the financial advisory business long enough, you begin to discern certain patterns when it comes to gender differences when it comes to investing.First of all, in the vast majority of cases (and it...