by Savvysite | May 21, 2025 | Financial Planning, Savvy Up Podcast, SWWM
In this episode of Savvy Women Talk Money, we’re breaking down the ultimate financial checklist for your Spring cleaning! Every affluent household should consider these elements, from reviewing current expenses and adjusting tax withholdings to making sure your...
by Savvysite | Oct 16, 2024 | Estate Planning, Financial Planning, Savvy Up Podcast
In this episode, we dive into the unique financial complexities that come with second marriages. We cover essential topics like estate and tax planning, handling debts, wills, and healthcare directives. How should couples manage finances—combine assets or keep...
by Savvysite | Dec 7, 2023 | Financial Planning, Tax Planning
Welcome to Savvy Up, your go-to for simplified financial insights. In today’s episode, we’re covering key year-end strategies for a financially sound future. Let’s dive in! Segment 1: Gifting for the Holidays – Smart Down Payments As the holidays...
by Savvysite | Nov 29, 2023 | Financial Planning, Investing, SWWM
We were honored to be invited to speak at the Women’s Inclusion Network recently. It was a wonderful experience and we particularly enjoyed answering questions at the end of the presentation. In this episode we are going to share some of the questions and answers that...
by Savvysite | Nov 27, 2023 | Financial Planning, Proactive Wealth Process, SWWM
Wondering how much you need to retire comfortably? If so you should check out this video. So, if you’re serious about taking control of your finances and you don’t want to run out of money in retirement then you should watch this video. Schedule Free Consultation...
by Savvysite | Sep 6, 2023 | Financial Planning
Discover how to become financially independent without giving up lattes or living on bread and water. I invite you to check out this short video covering the financial planning process. In this video you’ll discover: • Setting short- & long-term goals. • Making...
