Blog

What Is The Most Important Part Of A Financial Plan?

by Savvysite | Aug 22, 2023 | Financial Planning, SWWM

Whether it’s getting an education, running a marathon, or losing weight, most people perform best with a clear goal and timetable. The same applies to financial success. In today’s fast-paced world, where financial goals and aspirations evolve, a well-thought-out...

What Is A Financial Plan Used For?

by Savvysite | May 3, 2023 | Financial Planning

With our busy lifestyles, planning for anything more than a few months or years in advance can seem daunting. It’s natural to wonder: What is a financial plan used for?

What’s Included In A Financial Plan

by Savvysite | Feb 22, 2023 | Financial Planning

A well-written financial plan can mean the difference in your financial success. With it, you’ll be less likely to make poor financial decisions.

The Benefits of a Financial Plan

by Savvysite | Nov 8, 2022 | Financial Planning

“FAILING TO PLAN IS PLANNING TO FAIL” While the prognosis may seem daunting, there’s a lot of truth in this statement, especially when it comes to your finances. Because there are lots of foreseeable and unforeseeable variables that can affect your finances, it’s...

What is a Financial Plan?

by Savvysite | Jun 10, 2022 | Financial Planning

We all have things that we would like to achieve in our lifetime. Life goals can include saving for your kids’ college education, owning a beach house, buying a yacht, retiring comfortably, or having more time to spend with family rather than Cara and Peter in the...

Estate Planning – What to Expect in 2022

by Savvysite | Apr 28, 2022 | Estate Planning, SWWM, The Savvy Women Show

Click on the image above to view this video. Estate Planning - What to Expect in 2022 In this episode, Gita Nassiri, CPA, JD, MBT and Catherine Magaña, CFP® discuss Estate Planning for 2022 and some changes that have occurred. So if you want to prepare...