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...
by Savvysite | Aug 27, 2019 | Investing Basics, SWWM
Click on the image above to watch the video. What is a Bond? In today’s “Investing Basics for Savvy Women” video, we’ll take a look at the world of investing in bonds. Many of us have heard of stocks and bonds, but for a lot of people, there is somewhat of a...
by Savvysite | Apr 11, 2019 | Liability Management, SWWM
This quarter’s Proactive Wealth Process financial education series focuses on liability management. Cathy Brentlinger of Fairway Independent Mortgage Corporation provides and example of mortgage points and how they work. Cathy Brentlinger is a UCLA graduate with...
by Savvysite | Apr 11, 2019 | Liability Management
Click on the image above to watch the video. This quarter’s Proactive Wealth Process Financial Education series focuses on liability management. Cathy Brentlinger of Fairway Independent Mortgage Corporation explains mortgage points and how they work. Cathy...
