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 | 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 21, 2018 | Financial Planning, Retirement Planning, SWWM
“What are 401k Catch Up Contributions?” Contributions to a traditional 401k are limited to $18,500 in 2018. If you are over age 50, then you may be eligible to set aside up to $24,500 in 2018. That’s an additional $6000 of salary deferral just for being over 50. A...
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 | 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...
