by Savvysite | Nov 14, 2017 | Retirement Planning, SWWM, The Savvy Minute
Today’s tip will cover “What retirement plans offer tax benefits?” Well, there are many different types of retirement plans that offer tax benefits available to you with different rules about contributions and distributions. Some retirement plans are sponsored by...
by Savvysite | Nov 2, 2017 | Investing, SWWM, The Savvy Minute
Today’s tip will cover “What are investment decisions based on?” There are several factors that you should consider before making investment decisions. A few factors to consider but are not limited to 1) take an honest look at your current situation 2) consider your...
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 | Aug 18, 2017 | SWWM, The Savvy Minute
I’m dressed in my pink savvy women wealth management golf shirt today because it signifies that sometimes you just need to relax. It seems that every time the stock market goes down, as it did by a little more than one percent yesterday, the critics come out of the...
by Savvysite | Aug 16, 2017 | SWWM, The Savvy Minute
Today, I will share with you “Why You Need a Financial Plan?”. Creating a lifestyle financial plan helps you plan for your financial future by setting long and short-term goals. With a financial plan, you have a road map to follow and this can help you understand...
