by Savvysite | Jun 10, 2022 | Financial Planning
Click on the image above to watch this video. A financial plan is a guide to help you plan your life and your life’s journey. It gives you a picture of your current finances, where are you at right now, what are your financial goals, and some strategies to help you...
by Savvysite | Oct 18, 2021 | Financial Planning, SWWM, The Savvy Women Show
Click on the image above to view this conversation. The Biggest Myth About Business Ownership Catherine Magaña, CFP® and Corryn Kivett discuss how to build a business authentic to who you are and what you truly want. In this quick minute, they discuss what the...
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 | 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 | Dec 19, 2019 | Financial Planning, Retirement Planning, The Savvy Minute
Click on the image above to view this Savvy Minute video. “Can you roll an old 401K to another 401k?” When you leave a job for another company or when you transition into retirement, you have several options to consider. An old 401k can be left with the original plan...
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...
