Blog Archives

Interview with Marie Hines, Realtor ™ | Senior Specialist

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Click on the image above to watch this episode of The Savvy Women Show. Interview with Carlsbad Realtor™ Marie Hines Marie specializes in helping seniors with their unique real estate needs. You can reach Marie at 760-458-8722 or marie.hines@exprealty.com. Catherine

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Can You Roll An Old 401(k) To Another 401(k)?

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When you leave a job for another company or when you transition into retirement, you have several options to consider.

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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.

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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

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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

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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

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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

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