Blog Archives

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

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

Posted in Financial Planning, Retirement Planning, The Savvy Minute Tagged with: , , , , , , , , , , , , , , , , , ,

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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Thinking About Taking a Career Break? The One Thing You Need to Do

What you need to know if you are going to take a career break

Successful Entrepreneur Leanne Abraham, President of Premierehire gives one crucial tip if you are going to take a career break to start a family.

Posted in SWWM, The Savvy Minute, The Savvy Women Show Tagged with: , , , , , , , ,

What is the Best Age to Start Collecting Social Security

Best Time to File for Social Security

Today’s tip will cover “What is the best age to start collecting social security”

The decision you make about what age you start collecting social security benefits is an important decision that will impact you for many years.

Posted in Retirement Planning, SWWM, The Savvy Minute Tagged with: , , , , , , , , , , , , , , ,

How to Negotiate a Raise

Negotiate a Raise

Rebecca Zung, Divorce Transformation Strategist, Best Lawyer in America honoree and best selling author talks with Catherine Magaña, CERTIFIED FINANCIAL PLANNER™ and Managing Partner at Savvy Women Wealth Management in Carlsbad California about how to negotiate a raise.

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Passive Income Ideas for Retirement

9 was to create passive income for retirement

There are several ways that you can make passive income for retirement.  Typically, passive income is earnings derived with little of no effort on the part of the person receiving it. However, there can be upfront time and or money

Posted in Investing, Retirement Planning, SWWM, The Savvy Minute Tagged with: , , , , , , , , , , , , , , , ,

How to Prevent from Being Scammed

Fraud Prevention

You need to be alert to the fact that scams do exist.  Here are a few tips for you to consider. I would get to know the people you are dealing with.

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