by Savvysite | Feb 1, 2024 | Savvy Up Podcast, SWWM
In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn how to make better financial decisions and get the most from your money. Schedule Free Consultation FREE Webinar: Becoming a...
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 | Mar 11, 2020 | Proactive Wealth Process, SWWM, Tax Planning
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 of Easy Life...
