by Savvysite | Jan 3, 2024 | Savvy Up Podcast
Welcome to Savvy Up, your guide to financial wisdom and life strategies. Segment 1: Year-End Reflection Review last year’s goals: Celebrate successes and learn from challenges. Segment 2: Preparing for Next Year College funding strategies. Prioritize big...
by Savvysite | Dec 7, 2023 | Financial Planning, Tax Planning
Welcome to Savvy Up, your go-to for simplified financial insights. In today’s episode, we’re covering key year-end strategies for a financially sound future. Let’s dive in! Segment 1: Gifting for the Holidays – Smart Down Payments As the holidays...
by Savvysite | Sep 6, 2023 | Financial Planning
Discover how to become financially independent without giving up lattes or living on bread and water. I invite you to check out this short video covering the financial planning process. In this video you’ll discover: • Setting short- & long-term goals. • Making...
by Savvysite | Aug 22, 2023 | Financial Planning, SWWM
Whether it’s getting an education, running a marathon, or losing weight, most people perform best with a clear goal and timetable. The same applies to financial success. In today’s fast-paced world, where financial goals and aspirations evolve, a well-thought-out...
by Savvysite | May 3, 2023 | Financial Planning
What Is A Financial Plan Used For? We all know we should have savings. But when it comes down to actually doing it, Americans tend to fall into 2 camps: planners and non-planners. Planners usually know what they’re saving for, how much they need to sock away, and how...
