Blog Archives

The Importance of Diversification When Investing

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What does it mean to be diversified? There is truly no exact definition for this, but basically, it means do not put all your eggs in one basket.

Posted in Investing Basics, SWWM Tagged with: , , , , , , , , , , , , ,

What is an Annuity and How Does It Work?

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 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

Posted in Retirement Planning, SWWM Tagged with: , , , , , , , , , , , , , , , , , , , , , ,

Understanding the Mega Backdoor Roth IRA

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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

Posted in Financial Planning, Retirement Planning, SWWM, The Savvy Minute Tagged with: , , , , , , , , , , , , , , , , , ,

Back Door Roth Conversion

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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

Posted in Financial Planning, Retirement Planning, The Savvy Minute Tagged with: , , , , , , , , , , , , , , , , ,

Stock Market Volatility

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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

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Investing in Bonds

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In Today’s “Investing Basics for Savvy Women” video, well take a look at the world of investing in bonds.

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What is a Mutual Fund?

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Click on the image above to watch the video What is a Mutual Fund? In Today’s Investing Basics For Savvy Women, Steve covers “What is a Mutual Fund”. Steve Wolff is a Managing Partner at Savvy Women Wealth Management in

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Interview with Family Law Attorney Lauren Liberman. Thinking About Divorce? What You Need to Know.

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Click on the image above to view the video. Interview Lauren Liberman, Family Law Attorney in San Diego, Ca. We discuss Lauren’s journey to a career in law, advice for aspiring attorneys, how personal loss and challenges have made her

Posted in SWWM, The Savvy Women Show Tagged with: , , , , , , , , , , , , , , , , , , ,

Thinking About Taking a Career Break? The One Thing You Need to Do

What you need to know if you are going to take a career break

Successful Entrepreneur Leanne Abraham, President of Premierehire gives one crucial tip if you are going to take a career break to start a family.

Posted in SWWM, The Savvy Minute, The Savvy Women Show Tagged with: , , , , , , , ,

What are Mortgage Points and How Do They Work? Example

To Pay or Not To Pay Mortgage Points

Cathy Brentlinger of Fairway Independent Mortgage Corporation provides and example of mortgage points and how they work.

Posted in Liability Management, SWWM Tagged with: , , , , , , , , , , , , , , , , , , , , , ,