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.
What is an Annuity
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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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Back Door Roth IRA
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What is the Best Age to Start Collecting Social Security Benefits
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7 Tax Free Investment Ideas
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Maximize Your Social Security Benefits
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Passive Income Ideas for Retirement
There are several ways that you can make passive income for retirement. Typically, passive income is earnings derived with little of no effort on the part of the person receiving it. However, there can be upfront time and or money commitments before you start reaping the benefits. Some of the more popular types of passive [...]
How to Prevent from Getting Scammed
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