Tax Planning for Investors

Tax Planning for Investors

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 Management.

Rachel Ivanovich of Easy Life Management can be reached at 760-730-1817 or rachel@elmtax.com. You can learn more about Easy Life Management at https://www.elmtax.com

Catherine Magaña is a CFP® or CERTIFIED FINANCIAL PLANNER TM and Managing Partner at Savvy Women Wealth Management in Carlsbad California.

Student Loan Management

Student Loan Management

Click on the image above to view this Proactive Wealth video

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 you have more questions for Carter and Anita at Hope Credit you can reach out to them at (760)916-9313, support@hopecredit.net or learn more by visiting their website at https://hopecredit.net .

Catherine Magaña is a CFP® or CERTIFIED FINANCIAL PLANNER™ and Managing Partner at Savvy Women Wealth Management in Carlsbad California.

If you would like to set up a free 30 minute financial assessment she can be reached at 760-692-5700, info@savvyup.com for private message or click on the following link to contact us directly http://savvyup.com/contact .

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