by Savvysite | Apr 1, 2026 | Financial Planning, Liability Management, Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
Stock options can feel like a reward… until tax season tells a different story. In this episode of the Savvy Series, Catherine and Rachel break down what stock options and RSUs really mean for your financial life—and why so many high earners get caught off guard. From...
by Savvysite | Apr 11, 2019 | Liability Management, SWWM
This quarter’s Proactive Wealth Process financial education series focuses on liability management. Cathy Brentlinger of Fairway Independent Mortgage Corporation provides and example of mortgage points and how they work. Cathy Brentlinger is a UCLA graduate with...
by Savvysite | Apr 11, 2019 | Liability Management
Click on the image above to watch the video. This quarter’s Proactive Wealth Process Financial Education series focuses on liability management. Cathy Brentlinger of Fairway Independent Mortgage Corporation explains mortgage points and how they work. Cathy...
