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What is an Annuity and How Does It Work?

by Savvysite | Nov 1, 2019 | Retirement Planning, SWWM

Click on the image above to watch this Savvy Minute video. What is an Annuity Annuities have been around for a long time, but for most investors, they do not know what an annuity is. So, let’s start with the basics. An annuity is a contract between you and an...

Student Loan Management

by Savvysite | Oct 25, 2019 | Uncategorized

Click on the image above to view this Proactive Wealth video Student Loan Management In this Proactive Wealth Education episode Carter Davis and Anita Algunos of Hope Credit educate us about student loan forgiveness and repayment plans. Yes... there is Hope. If you...

Understanding the Mega Backdoor Roth IRA

by Savvysite | Oct 21, 2019 | Financial Planning, Retirement Planning, SWWM, The Savvy Minute

Click on the image above to view this Savvy Minute video. What is a Mega Backdoor Roth Conversion? What exactly is a Mega backdoor Roth IRA? It requires that your employer 401k allows after tax contributions. A Mega Backdoor Roth IRA allows you to contribute an...

Back Door Roth Conversion

by Savvysite | Oct 21, 2019 | Financial Planning, Retirement Planning, The Savvy Minute

Click on the image above to view this Savvy Minute video. What is a Back Door Roth IRA? A backdoor Roth IRA is a conversion of Traditional IRA assets to a Roth IRA. This is a great way for high income earners to put money away if you do not qualify for Roth IRA income...

Stock Market Volatility

by Savvysite | Sep 6, 2019 | Investing, SWWM

Click on the image above to watch this Savvy Minute video. How To Survive Stock Market Volatility The stock market movement is nothing new. One of the best ways to beat market volatility is through diversification. The more you understand your overall asset allocation...