by Savvysite | Jun 18, 2025 | Retirement Planning, Savvy Up Podcast, SWWM, Tax Planning
In this episode of Savvy Women Talk Money, we’re breaking down the 6 key mid-year checkpoints every woman should revisit regularly to stay on track for retirement. From leveraging Roth IRAs and understanding catch-up contribution limits, to reviewing your cash flow,...
by Savvysite | Jun 26, 2018 | Financial Planning, Investing, SWWM, The Savvy Minute
“What’s the difference between a Financial Planner and a Financial Advisor?” A Financial Advisor is a professional who helps manage your money. Financial Advisor is a general term that might include stock brokers, insurance agents, money managers, estate planners,...
by Savvysite | May 4, 2018 | Financial Planning, SWWM
“What should I do with my student loans?” If you have massive school loans, you might be feeling a little overwhelmed with your current debt. I would suggest you stop for a moment and take a deep breathe. With financial planning and a game plan, you can pay down your...
by Savvysite | Mar 7, 2018 | Investing, Retirement Planning
Today’s Financial Planning tip will cover “What is a Roth IRA?” A Roth IRA, is an Individual Retirement Account used by individuals to save for retirement with after tax income that grows tax free and distributions are tax free. However, there are certain rules and...
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...