by Savvysite | Aug 20, 2021 | Financial Planning, Proactive Wealth Process, Tax Planning
Click on the image above to view this conversation. A Conversation About The 2021 Biden Tax Plan and Federal Tax Proposals In this episode Catherine and Rachel Ivanovich discuss the 2021 Biden Tax Plan proposals including, the child care tax credit, long term...
by Savvysite | Nov 12, 2020 | SWWM, The Savvy Women Show
Click on the image above to view this video clip of the Savvy Woman Show. Getting Past Fear & Doubt The Savvy Woman Show In this clip of The Savvy Woman Show, Riny Ledgerwood, Certified DreamBuilder Coach and I discuss how to get past fear and doubt when...
by Savvysite | Oct 30, 2020 | SWWM, The Savvy Women Show
Click on the image above to view this clip of The Savvy Woman Show How to Create a Life You Love The Dream Building Process In this clip of the Savvy Woman Show Riny Ledgerwood, Certified DreamBuilder Coach shares the process and what it takes to make your dreams...
by Savvysite | Oct 2, 2020 | The Savvy Minute
Click on the image above to view this Savvy Minute video. Today’s tip will cover “Can you roll a 401k into an IRA without penalty? The short answer is Yes. If you recently changed jobs or are no longer working with your previous employer due a career change or...
by Savvysite | Sep 3, 2020 | Financial Planning, Retirement Planning, The Savvy Minute
Click on the image above to view this Savvy Minute video. Today’s tip will cover “Should I rollover my 401(k) or leave it? When you leave a job for another company or when you transition into retirement, you have several options to consider for your 401k. You might...
by Savvysite | Jul 30, 2020 | Retirement Planning, The Savvy Minute
Click on the image above to view this Savvy Minute video. Today’s tip will cover “What do you do with your 401k when you leave a company?” When you leave a job for another company or when you transition into retirement, you have several options to consider for your...
