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...
by Savvysite | Dec 21, 2017 | Estate Planning, SWWM, The Savvy Minute
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 and needs, there are many types of...
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 | Oct 27, 2017 | Retirement Planning, SWWM
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 of you that want to travel in retirement, is to start...
