by Savvysite | Mar 11, 2020 | Proactive Wealth Process, SWWM, Tax Planning
Click on the image above to view this Proactive Wealth Process video Tax Planning for Investors In this Proactive Wealth Process discussion we focus on Tax Planning for Investors with IRS Enrolled Agent, Rachel Ivanovich, MBA and Chief Leadership Officer of Easy Life...
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 | Aug 10, 2018 | Investing, Investing Basics, SWWM, The Savvy Minute
Today’s tip will cover “What is a REIT?” A REIT, also known as a Real Estate Investment Trust is a company that owns, operates or finances income-producing real estate. You can invest in REITs either by purchasing shares directly on an open exchange or by investing...
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 | Dec 21, 2017 | Estate Planning, SWWM, The Savvy Minute
What is a Trust? Simply put, a trust agreement is a document that spells out your wishes upon your death. When the time comes, how would you like your money and property distributed? However, depending on your specific goals and needs, there are many types of...
