by Savvysite | Jun 3, 2025 | Retirement Planning
Essential Steps for Effective Retirement Planning Retirement planning involves setting aside enough money to live comfortably after you stop working. This process includes estimating your future expenses, setting savings goals, and choosing the right investment...
by Savvysite | Nov 14, 2024 | Savvy Up Podcast, SWWM, Tax Planning
In this insightful video, Catherine and Rachel delve into the often-overlooked aspects of inheriting wealth, particularly the implications of taxes on estates and inheritances. They explore crucial topics such as Roth IRAs, the importance of designating beneficiaries,...
by Savvysite | Oct 31, 2024 | Savvy Up Podcast, SWWM, Tax Planning
In this insightful video, Catherine and Rachel delve into the often-overlooked aspects of inheriting wealth, particularly the implications of taxes on estates and inheritances. They explore crucial topics such as Roth IRAs, the importance of designating beneficiaries,...
by Savvysite | Jul 11, 2024 | Savvy Up Podcast, The Savvy Women Show
In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn how to make better financial decisions and get the most from your money. Schedule Free Consultation FREE Webinar: Becoming a...
by Savvysite | Jun 20, 2024 | Savvy Up Podcast, The Savvy Women Show
Welcome to Season 1 Episode 16 of The Savvy Up Podcast. In this episode, Kim Folsom and I discuss her story to becoming a successful serial entrepreneur. She is Founder and CEO of Founders First Capital Partners Inc. and Founders First CDC. Kim Folsom founded her...
