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.
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 Management in Carlsbad California.
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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 on the button below.
