Blog Archives

Tax Planning for Investors

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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

Posted in Proactive Wealth Process, SWWM, Tax Planning Tagged with: , , , , , , , , , , , , , , , , , , , ,

Can You Roll An Old 401(k) To Another 401(k)?

When you leave a job for another company or when you transition into retirement, you have several options to consider.

Posted in Financial Planning, Retirement Planning, The Savvy Minute Tagged with: , , , , , , , , , , , , , , , , , ,

Financial Advisor vs Financial Planner

What is the Difference between a Financial Planner and Financial Advisor

“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, bankers

Posted in Financial Planning, Investing, SWWM, The Savvy Minute Tagged with: , , , , , , , , , , , , , , , , , , , ,

What is a Trust?

  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

Posted in Estate Planning, SWWM, The Savvy Minute Tagged with: , , , , , , , , , , , , , , , , , , ,

How to Travel During Retirement

Do you want to travel when you retire? Well, you are not alone.  I have met with many women over the years and the most popular response from them is wanting to travel in retirement.  So, my advice to those

Posted in Retirement Planning, SWWM Tagged with: , , , , , , , , , , , , , , , , , , , , , , , , , ,