5 Common Annuity Mistakes
Click on the image above to view this Savvy Minute video Catherine Magaña is a CFP® or CERTIFIED FINANCIAL PLANNER TM and Managing Partner at Savvy Women Wealth Management in Carlsbad California.
Interview with Marie Hines, Realtor™ | Senior Specialist
Click on the image above to watch this episode of The Savvy Women Show Interview with Carlsbad Realtor™ Marie Hines Marie specializes in helping seniors with their unique real estate needs. You can reach Marie at 760-458-8722 or marie.hines@exprealty.com. Catherine Magaña is a CFP® or CERTIFIED FINANCIAL PLANNER™ and Managing Partner at Savvy Women Wealth [...]
Investing Basics | Diversification
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Can You Roll An Old 401(k) To Another 401(k)?
Click on the image above to view this Savvy Minute video. In today's Savvy Minute we'll answer the question. "Can you roll over an old 401(k) to another 401(k)?" If you like this video and you have questions about an old 401(k) and what your options are please book a financial check up by clicking [...]
What is an Annuity
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Schwab Impact Conference 2019 (Summary)
Click on the image above to view the video update. Schwab Impact Conference 2019 (Summary) In this video update Steve and Catherine summarize what they learned at the Charles Schwab Impact 2019 Conference. They highlight interesting opinions from industry professionals about the economy and current global affairs and their potential effects on the markets, interest [...]
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 [...]
Understanding the Mega Backdoor Roth IRA
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Surviving Stock Market Volatility
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Back Door Roth IRA
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