Can You Roll a 401(k) Into an IRA Without Penalty?

Can You Roll a 401(k) Into an IRA Without Penalty?

Click on the image above to view this Savvy Minute video. In this Savvy Minute Episode Catherine will answer the question, “Can you rollover a 401(k) into an IRA without penalty?” Catherine Magaña is a CFP® or CERTIFIED FINANCIAL PLANNER™ and Managing...
Top 20 Financial Planning Hacks, Tips 6-10

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...
What Do You Do With Your Old 401k When You Leave a Company?

What Do You Do With Your Old 401k When You Leave a Company?

Click on the image above to view this Savvy Minute video. In this video Catherine explains what you can do with your 401k when you leave a company. Want to Accomplish More With Your Money? Click on the link below to get your FREE Money 101 video....
Could you benefit from a Mission Control for your finances?

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...
Interview with Marie Hines, Realtor™ | Senior Specialist

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...