Financial Planning

Home/Blog/Financial Planning

Decrypting the Investment Industry Puzzle

Decrypting the Investment Industry Puzzle By Scott McClatchey, CFP® Confused by all the industry jargon many financial professionals like to use?  You’re not alone.  Equity, fiduciary, wirehouse, robo-advisors, fixed income, and ETF’s are but a few words which may be confusing if you’re not familiar with this industry.  In this article, I’ll hopefully give you [...]

By |2021-08-03T10:34:21-08:00June 11th, 2021|Blog, Financial Planning, Investing, Uncategorized|0 Comments

Top 20 Financial Planning Hacks, Tips 16 20

 Click on the image above to view tips 11-20 of this webinar series. Free Financial Planning Webinar Series Insider tips from a seasoned CERTIFIED FINANCIAL PLANNERTM professional Actionable information and guidelines to get/keep your finances on track Easy to understand explanations with evidence-based supporting materials Have you ever wondered whether you’re on the right [...]

By |2022-03-15T10:41:35-08:00September 18th, 2020|Blog, Financial Planning|0 Comments

Top 20 Financial Planning Hacks, Tips 11-15

Click on the image above to view tips 11-15 of this webinar series. Free Financial Planning Webinar Series Insider tips from a seasoned CERTIFIED FINANCIAL PLANNERTM professional Actionable information and guidelines to get/keep your finances on track Easy to understand explanations with evidence-based supporting materials Have you ever wondered whether you’re on the right track [...]

By |2022-03-15T10:43:28-08:00September 18th, 2020|Blog, Financial Planning|0 Comments

Top 20 Financial Planning Hacks, Tips 6-10

Click on the image above to view tips 6-10 of this webinar series. Free Financial Planning Webinar Series Insider tips from a seasoned CERTIFIED FINANCIAL PLANNERTM professional Actionable information and guidelines to get/keep your finances on track Easy to understand explanations with evidence-based supporting materials Have you ever wondered whether you’re on the right track [...]

By |2022-03-15T10:46:57-08:00September 3rd, 2020|Financial Planning, Retirement Planning|0 Comments

Should I Rollover My 401(k) Or Leave It?

Click on the image above to view this Savvy Minute Video. DISCLAIMER: WWM Financial is an SEC- Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where WWM Financial and its representatives are properly licensed or exempt from licensure. Investing involves risk and possible loss of principal capital. No advice may [...]

By |2022-03-15T10:49:15-08:00September 3rd, 2020|401(k), Financial Planning, Retirement Planning|0 Comments

Top 20 Financial Planning Hacks, Tips 1-5

Click on the image above to view tips 1-5 of this webinar series. FREE Financial Planning Webinar Series Insider tips from a seasoned CERTIFIED FINANCIAL PLANNERTM professional Actionable information and guidelines to get/keep your finances on track Easy to understand explanations with evidence-based supporting materials Have you ever wondered whether you’re on the right track [...]

By |2022-03-15T11:15:25-08:00August 26th, 2020|Financial Planning, Uncategorized|0 Comments

Could you benefit from a Mission Control for your finances?

If I asked you what happened in the summer of 1969, what would you say?  For those answering Woodstock, you’re right, the groundbreaking Woodstock Music & Art Fair took place over 3 days in August 1969 on a farm in Bethel, NY.  The cultural significance of Woodstock persists, and in some sense, is arguably more relevant today [...]

5 Common Annuity Mistakes

Click on the image above to view this Savvy Minute video Catherine Magaña is a CFP® or CERTIFIED FINANCIAL PLANNER™ and Managing Partner at Savvy Women Wealth Management in Carlsbad California. DISCLAIMER: WWM Financial is an SEC- Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where WWM Financial and its representatives [...]

By |2022-03-15T11:39:35-08:00February 12th, 2020|Financial Planning, Investing|0 Comments

What is an Annuity

Click on the image above to view this Savvy Minute video. DISCLAIMER: WWM Financial is an SEC- Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where WWM Financial and its representatives are properly licensed or exempt from licensure. Investing involves risk and possible loss of principal capital. No advice may [...]

By |2022-03-15T11:49:05-08:00December 3rd, 2019|Blog, Financial Planning|0 Comments

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 [...]

By |2022-03-15T11:56:34-08:00October 29th, 2019|Financial Planning, Proactive Wealth Process, Videos|0 Comments