by Savvysite | Apr 28, 2022 | Estate Planning, SWWM, The Savvy Women Show
Click on the image above to view this video. Estate Planning – What to Expect in 2022 In this episode, Gita Nassiri, CPA, JD, MBT and Catherine Magaña, CFP® discuss Estate Planning for 2022 and some changes that have occurred. So if you want...
by Savvysite | Nov 1, 2019 | Retirement Planning, SWWM
Click on the image above to watch this Savvy Minute video. What is an Annuity Annuities have been around for a long time, but for most investors, they do not know what an annuity is. So, let’s start with the basics. An annuity is a contract between you and an...
by Savvysite | Oct 25, 2019 | Uncategorized
Click on the image above to view this Proactive Wealth video Student Loan Management In this Proactive Wealth Education episode Carter Davis and Anita Algunos of Hope Credit educate us about student loan forgiveness and repayment plans. Yes… there is Hope. If...
by Savvysite | Oct 21, 2019 | Financial Planning, Retirement Planning, SWWM, The Savvy Minute
Click on the image above to view this Savvy Minute video. What is a Mega Backdoor Roth Conversion? What exactly is a Mega backdoor Roth IRA? It requires that your employer 401k allows after tax contributions. A Mega Backdoor Roth IRA allows you to contribute an...
by Savvysite | Sep 6, 2019 | Investing, SWWM
Click on the image above to watch this Savvy Minute video. How To Survive Stock Market Volatility The stock market movement is nothing new. One of the best ways to beat market volatility is through diversification. The more you understand your overall asset allocation...
