by Savvysite | Feb 23, 2018 | Retirement Planning, The Savvy Minute, Uncategorized
Today’s Financial Planning tip will cover “What is an IRA?” An IRA, is an Individual Retirement Account that is an investing vehicle used by individuals to save for retirement with tax free growth. What this means for you is that once the money is contributed in the...
by Savvysite | Oct 6, 2017 | Investing, The Savvy Minute, Uncategorized
The earlier you begin saving and investing for your retirement, the greater for potential gain and the more time you will have for potential growth. By investing early and staying invested, you will be able to take advantage of compound earnings. For some of you,...
by Savvysite | Sep 13, 2017 | The Savvy Minute, Uncategorized
“What is THE FINANCIAL PLANNING PROCESS?” Creating a financial plan requires you to examine your current situation, set goals and decide how to measure your progress. A CFP ® professional is uniquely qualified to take you through the financial planning process. So,...
by Savvysite | Jul 14, 2017 | The Savvy Minute, Uncategorized
Much of the literature that we read says that the majority of women do not engage the services of a financial advisor or a financial planner. The reasons are many, but one of them is that many women do not feel comfortable about talking about their money. The funny...
by Christopher Vassallo | Apr 27, 2016 | SWWM, Uncategorized
After the Proposal “To Do” List: 5 Wedding Day Tasks for the Newly Engaged (click here to download in pdf format) Want to review your financial situation with a pro? Fill out the form below for a free consultation. After The Proposal Consultation Form Name...