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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 Partner at Savvy Women Wealth Management in Carlsbad California. P: 760-692-5700

By |2020-10-02T16:05:24-08:00October 2nd, 2020|401(k), Blog, Retirement 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 |2020-09-03T14:06:13-08:00September 3rd, 2020|Financial Planning, Retirement Planning|0 Comments

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. savvyupnow.com/money101 Catherine Magaña is a CFP® or CERTIFIED [...]

By |2020-07-30T14:15:19-08:00July 30th, 2020|401(k), Retirement Planning, Uncategorized, Videos|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 [...]

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 [...]

By |2020-01-02T17:16:09-08:00January 2nd, 2020|Blog, Retirement Planning, The Savvy Women Show|0 Comments

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 [...]

By |2019-12-20T12:25:48-08:00December 20th, 2019|401(k), Retirement Planning|0 Comments