Blog

/Blog

How to Prevent from Getting Scammed

Click on the image above to watch "The Savvy Minute" Video.

By | December 11th, 2018|Financial Planning|0 Comments

Interview with Rebecca Ealy, Certified Mortgage Planner and Living Donor

We had the honor of interviewing Rebecca Ealy. A Certified Mortgage Planning Specialist, dynamic woman and more importantly an amazing human being. Rebecca is a big advocate for "Living Donor", an incredible way to give the ultimate gift and save a life. We talk about: Her experience donating one of her kidneys 12:01 Empty Nester [...]

By | November 13th, 2018|Blog, Videos|0 Comments

Working While Collecting Social Security Benefits

Click on the image above for video

By | October 25th, 2018|Blog, Financial Planning, Videos|0 Comments

Small Business Community Impact Award | WWM Financial

Click on the image above for video. Presented by the Carlsbad Chamber of Commerce, the 2018 Small Business Awards recognize the leaders in the Carlsbad business community. Small Business Community Impact Award - Given to a business that has created a measurable impact on the community and integrated its charitable activities into its operations. Winner: [...]

By | October 23rd, 2018|Blog, Community Events, WWM Events|0 Comments

How to Vet Investments

Click on the image above to watch video.

By | October 16th, 2018|Investing, Videos|0 Comments

What’s The Difference Between Load and No Load Mutual Funds?

Click on the image above to watch the video.

By | September 13th, 2018|Investing|0 Comments

What is a Mutual Fund?

By | September 6th, 2018|Investing|0 Comments

What is a REIT?

The Savvy Minute: What is a REIT? Today's tip will cover "What is a Real Estate Investment Trust?" To watch this video click on the image above.

By | August 10th, 2018|Blog, Investing|0 Comments

Financial Planner vs Financial Advisor

To view the video click on the image above or the following link https://youtu.be/NRdHzuqdmPs

By | June 26th, 2018|Blog, Financial Planning, Investing|0 Comments